Eldridge Investment Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $501K | Hold |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $759K | Hold |
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|
2022
Q4 | $766K | Sell |
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|
2022
Q3 | $705K | Hold |
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|
2022
Q2 | $837K | Hold |
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|
2022
Q1 | $816K | Hold |
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|
2021
Q4 | $829K | Hold |
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|
2021
Q3 | $738K | Hold |
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|
2021
Q2 | $754K | Hold |
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|
2021
Q1 | $715K | Sell |
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|
2020
Q4 | $826K | Hold |
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|
2020
Q3 | $762K | Buy |
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|
2020
Q2 | $768K | Sell |
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|
2020
Q1 | $694K | Buy |
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|
2019
Q4 | $944K | Sell |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $965K | Sell |
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|
2018
Q4 | $862K | Sell |
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|
2018
Q3 | $863K | Sell |
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|
2018
Q2 | $913K | Sell |
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|
2018
Q1 | $906K | Buy |
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|
2017
Q4 | $881K | Buy |
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