Fiera Capital (Canada)’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Hold |
3,627
| – | – | ﹤0.01% | 429 |
|
2025
Q1 | $229K | Buy |
+3,627
| New | +$229K | ﹤0.01% | 449 |
|
2024
Q4 | – | Sell |
-3,627
| Closed | -$226K | – | 480 |
|
2024
Q3 | $226K | Buy |
+3,627
| New | +$226K | ﹤0.01% | 447 |
|
2024
Q2 | – | Sell |
-5,831
| Closed | -$329K | – | 487 |
|
2024
Q1 | $329K | Hold |
5,831
| – | – | ﹤0.01% | 433 |
|
2023
Q4 | $378K | Sell |
5,831
-7,147
| -55% | -$463K | ﹤0.01% | 461 |
|
2023
Q3 | $687K | Buy |
12,978
+184
| +1% | +$9.75K | ﹤0.01% | 385 |
|
2023
Q2 | $847K | Buy |
12,794
+919
| +8% | +$60.8K | ﹤0.01% | 365 |
|
2023
Q1 | $901K | Sell |
11,875
-2,629
| -18% | -$199K | ﹤0.01% | 366 |
|
2022
Q4 | $1.11M | Buy |
14,504
+1,021
| +8% | +$78.2K | ﹤0.01% | 343 |
|
2022
Q3 | $922K | Sell |
13,483
-1,991
| -13% | -$136K | ﹤0.01% | 397 |
|
2022
Q2 | $1.26M | Buy |
15,474
+9,521
| +160% | +$773K | ﹤0.01% | 372 |
|
2022
Q1 | $471K | Sell |
5,953
-77
| -1% | -$6.09K | ﹤0.01% | 524 |
|
2021
Q4 | $484K | Hold |
6,030
| – | – | ﹤0.01% | 531 |
|
2021
Q3 | $431K | Hold |
6,030
| – | – | ﹤0.01% | 478 |
|
2021
Q2 | $441K | Buy |
6,030
+77
| +1% | +$5.63K | ﹤0.01% | 517 |
|
2021
Q1 | $413K | Buy |
+5,953
| New | +$413K | ﹤0.01% | 506 |
|