Glen Eagle Advisors’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 | $374 | Hold |
6
| – | – | ﹤0.01% | 997 |
|
|
2025
Q1 | $379 | Hold |
6
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q4 | $327 | Hold |
6
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q3 | $374 | Hold |
6
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q2 | $330 | Hold |
6
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q1 | $339 | Hold |
6
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q4 | $389 | Hold |
6
| – | – | ﹤0.01% | 979 |
|
|
2023
Q3 | $324 | Hold |
6
| – | – | ﹤0.01% | 984 |
|
|
2023
Q2 | $406 | Hold |
6
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q1 | $465 | Hold |
6
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q4 | $469 | Hold |
6
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q3 | $419 | Buy |
+6
| New | +$419 | ﹤0.01% | 1032 |
|
|
2021
Q4 | – | Sell |
-425
| Closed | -$30.4K | – | 1088 |
|
|
2021
Q3 | $30.4K | Hold |
425
| – | – | 0.01% | 467 |
|
|
2021
Q2 | $31K | Hold |
425
| – | – | 0.01% | 465 |
|
|
2021
Q1 | $29.4K | Buy |
425
+307
| +260% | +$21.3K | 0.01% | 444 |
|
|
2020
Q4 | $8.19K | Buy |
118
+51
| +76% | +$3.54K | ﹤0.01% | 662 |
|
|
2020
Q3 | $4.3K | Hold |
67
| – | – | ﹤0.01% | 713 |
|
|
2020
Q2 | $4.47K | Hold |
67
| – | – | ﹤0.01% | 686 |
|
|
2020
Q1 | $3.83K | Hold |
67
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $5.28K | Hold |
67
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $5.91K | Hold |
67
| – | – | ﹤0.01% | 609 |
|
|
2019
Q2 | $5.36K | Hold |
67
| – | – | ﹤0.01% | 615 |
|
|
2019
Q1 | $5.17K | Hold |
67
| – | – | ﹤0.01% | 577 |
|
|
2018
Q4 | $4.31K | Buy |
+67
| New | +$4.31K | ﹤0.01% | 573 |
|
|
2018
Q3 | – | Sell |
-77
| Closed | -$4.98K | – | 734 |
|
|
2018
Q2 | $4.98K | Hold |
77
| – | – | ﹤0.01% | 544 |
|
|
2018
Q1 | $4.65K | Buy |
77
+26
| +51% | +$1.57K | ﹤0.01% | 538 |
|
|
2017
Q4 | $3.45K | Hold |
51
| – | – | ﹤0.01% | 544 |
|
|
2017
Q3 | $3.37K | Buy |
+51
| New | +$3.37K | ﹤0.01% | 553 |
|