Highlander Capital Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $611K | Hold |
10,825
| – | – | 0.21% | 99 |
|
|
2023
Q4 | $702K | Sell |
10,825
-227
| -2% | -$14.7K | 0.25% | 90 |
|
|
2023
Q3 | $585K | Buy |
11,052
+4,186
| +61% | +$222K | 0.23% | 98 |
|
|
2023
Q2 | $454K | Hold |
6,866
| – | – | 0.21% | 98 |
|
|
2023
Q1 | $521K | Hold |
6,866
| – | – | 0.26% | 83 |
|
|
2022
Q4 | $526K | Hold |
6,866
| – | – | 0.28% | 76 |
|
|
2022
Q3 | $469K | Sell |
6,866
-307
| -4% | -$21K | 0.27% | 79 |
|
|
2022
Q2 | $582K | Hold |
7,173
| – | – | 0.31% | 74 |
|
|
2022
Q1 | $568K | Hold |
7,173
| – | – | 0.27% | 78 |
|
|
2021
Q4 | $576K | Hold |
7,173
| – | – | 0.27% | 78 |
|
|
2021
Q3 | $513K | Hold |
7,173
| – | – | 0.26% | 82 |
|
|
2021
Q2 | $524K | Buy |
7,173
+6,254
| +681% | +$457K | 0.26% | 84 |
|
|
2021
Q1 | $64K | Buy |
919
+408
| +80% | +$28.4K | 0.03% | 257 |
|
|
2020
Q4 | $35K | Buy |
+511
| New | +$35K | 0.02% | 331 |
|