Envestnet Portfolio Solutions’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
12,693
+146
| +1% | +$9.11K | ﹤0.01% | 889 |
|
|
2025
Q1 | $792K | Sell |
12,547
-2,246
| -15% | -$142K | ﹤0.01% | 872 |
|
|
2024
Q4 | $806K | Buy |
14,793
+1,305
| +10% | +$71.1K | ﹤0.01% | 1026 |
|
|
2024
Q3 | $840K | Buy |
13,488
+20
| +0.1% | +$1.25K | ﹤0.01% | 963 |
|
|
2024
Q2 | $741K | Sell |
13,468
-691
| -5% | -$38K | ﹤0.01% | 972 |
|
|
2024
Q1 | $799K | Buy |
14,159
+1,275
| +10% | +$72K | ﹤0.01% | 925 |
|
|
2023
Q4 | $835K | Buy |
12,884
+1,320
| +11% | +$85.5K | ﹤0.01% | 844 |
|
|
2023
Q3 | $613K | Buy |
+11,564
| New | +$613K | ﹤0.01% | 902 |
|