IEQ 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 | $283K | Sell |
4,536
-4,972
| -52% | -$310K | ﹤0.01% | 1431 |
|
|
2025
Q1 | $600K | Buy |
9,508
+5,335
| +128% | +$337K | ﹤0.01% | 900 |
|
|
2024
Q4 | $227K | Buy |
+4,173
| New | +$227K | ﹤0.01% | 1153 |
|
|
2020
Q2 | – | Sell |
-3,998
| Closed | -$227K | – | 402 |
|
|
2020
Q1 | $227K | Buy |
3,998
+99
| +3% | +$5.62K | 0.02% | 318 |
|
|
2019
Q4 | $307K | Buy |
+3,899
| New | +$307K | 0.03% | 310 |
|