Financial Perspectives’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
Q1 | – | Sell |
-49
| Closed | -$2.67K | – | 730 |
|
|
2024
Q4 | $2.67K | Hold |
49
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $3.05K | Hold |
49
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $2.7K | Hold |
49
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $2.77K | Sell |
49
-109
| -69% | -$6.15K | ﹤0.01% | 551 |
|
|
2023
Q4 | $10.2K | Sell |
158
-3
| -2% | -$194 | ﹤0.01% | 464 |
|
|
2023
Q3 | $8.55K | Hold |
161
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $10.7K | Hold |
161
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $12.2K | Hold |
161
| – | – | 0.01% | 426 |
|
|
2022
Q4 | $12.3K | Hold |
161
| – | – | 0.01% | 415 |
|
|
2022
Q3 | $11K | Hold |
161
| – | – | 0.01% | 425 |
|
|
2022
Q2 | $13.1K | Hold |
161
| – | – | 0.01% | 406 |
|
|
2022
Q1 | $12.8K | Hold |
161
| – | – | 0.01% | 433 |
|
|
2021
Q4 | $13K | Hold |
161
| – | – | 0.01% | 416 |
|
|
2021
Q3 | $11.5K | Sell |
161
-305
| -65% | -$21.9K | 0.01% | 427 |
|
|
2021
Q2 | $34K | Buy |
+466
| New | +$34K | 0.02% | 304 |
|