Independence Bank of Kentucky’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 | $54.9K | Hold |
880
| – | – | 0.01% | 395 |
|
2025
Q1 | $55.5K | Hold |
880
| – | – | 0.01% | 388 |
|
2024
Q4 | $47.9K | Hold |
880
| – | – | 0.01% | 395 |
|
2024
Q3 | $54.8K | Hold |
880
| – | – | 0.01% | 367 |
|
2024
Q2 | $48.4K | Hold |
880
| – | – | 0.01% | 342 |
|
2024
Q1 | $49.7K | Hold |
880
| – | – | 0.01% | 330 |
|
2023
Q4 | $57K | Sell |
880
-121
| -12% | -$7.84K | 0.02% | 307 |
|
2023
Q3 | $53K | Hold |
1,001
| – | – | 0.02% | 284 |
|
2023
Q2 | $66.2K | Buy |
+1,001
| New | +$66.2K | 0.03% | 264 |
|
2019
Q4 | – | Sell |
-257
| Closed | -$23K | – | 374 |
|
2019
Q3 | $23K | Buy |
+257
| New | +$23K | 0.02% | 254 |
|