Globeflex Capital’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 | $152K | Buy |
+2,432
| New | +$152K | 0.01% | 339 |
|
|
2024
Q4 | – | Sell |
-2,547
| Closed | -$159K | – | 516 |
|
|
2024
Q3 | $159K | Buy |
+2,547
| New | +$159K | 0.02% | 328 |
|
|
2020
Q3 | – | Sell |
-4,686
| Closed | -$311K | – | 528 |
|
|
2020
Q2 | $311K | Buy |
+4,686
| New | +$311K | 0.08% | 349 |
|
|
2017
Q2 | – | Sell |
-4,074
| Closed | -$248K | – | 469 |
|
|
2017
Q1 | $248K | Sell |
4,074
-11,147
| -73% | -$679K | 0.06% | 342 |
|
|
2016
Q4 | $881K | Sell |
15,221
-372
| -2% | -$21.5K | 0.22% | 177 |
|
|
2016
Q3 | $986K | Buy |
+15,593
| New | +$986K | 0.25% | 153 |
|
|
2014
Q3 | – | Sell |
-23,962
| Closed | -$1.51M | – | 666 |
|
|
2014
Q2 | $1.51M | Buy |
+23,962
| New | +$1.51M | 0.16% | 157 |
|