HBW Advisory Services’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 |
-589
| Closed | -$32.1K | – | 427 |
|
|
2024
Q4 | $32.1K | Sell |
589
-3,583
| -86% | -$195K | ﹤0.01% | 369 |
|
|
2024
Q3 | $260K | Sell |
4,172
-1,290
| -24% | -$80.4K | 0.04% | 303 |
|
|
2024
Q2 | $301K | Sell |
5,462
-27,921
| -84% | -$1.54M | 0.05% | 257 |
|
|
2024
Q1 | $2.16M | Hold |
33,383
| – | – | 0.4% | 75 |
|
|
2023
Q4 | $2.16M | Sell |
33,383
-1,018
| -3% | -$66K | 0.4% | 75 |
|
|
2023
Q3 | $1.82M | Buy |
34,401
+15,358
| +81% | +$813K | 0.38% | 81 |
|
|
2023
Q2 | $1.26M | Buy |
19,043
+1,131
| +6% | +$74.8K | 0.27% | 86 |
|
|
2023
Q1 | $1.36M | Buy |
17,912
+2,869
| +19% | +$218K | 0.34% | 82 |
|
|
2022
Q4 | $1.15M | Sell |
15,043
-510
| -3% | -$39.1K | 0.3% | 90 |
|
|
2022
Q3 | $1.06M | Buy |
15,553
+607
| +4% | +$41.5K | 0.3% | 94 |
|
|
2022
Q2 | $1.21M | Buy |
14,946
+8,954
| +149% | +$727K | 0.31% | 90 |
|
|
2022
Q1 | $474K | Buy |
5,992
+726
| +14% | +$57.4K | 0.17% | 139 |
|
|
2021
Q4 | $423K | Sell |
5,266
-881
| -14% | -$70.8K | 0.1% | 178 |
|
|
2021
Q3 | $439K | Buy |
6,147
+2,833
| +85% | +$202K | 0.11% | 169 |
|
|
2021
Q2 | $242K | Buy |
+3,314
| New | +$242K | 0.06% | 214 |
|