Insight 2811 Inc’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,878
| Closed | -$219K | – | 90 |
|
|
2024
Q1 | $219K | Sell |
3,878
-920
| -19% | -$55.1K | 0.11% | 77 |
|
|
2023
Q4 | $311K | Sell |
4,798
-1,222
| -20% | -$70.4K | 0.17% | 61 |
|
|
2023
Q3 | $319K | Sell |
6,020
-1,277
| -18% | -$81.8K | 0.18% | 58 |
|
|
2023
Q2 | $483K | Sell |
7,297
-566
| -7% | -$39.3K | 0.26% | 45 |
|
|
2023
Q1 | $596K | Sell |
7,863
-255
| -3% | -$20.3K | 0.37% | 32 |
|
|
2022
Q4 | $621K | Buy |
8,118
+8
| +0.1% | +$601 | 0.38% | 34 |
|
|
2022
Q3 | $554K | Buy |
8,110
+291
| +4% | +$23.8K | 0.38% | 29 |
|
|
2022
Q2 | $635K | Buy |
7,819
+237
| +3% | +$19.1K | 0.42% | 27 |
|
|
2022
Q1 | $600K | Buy |
7,582
+1,217
| +19% | +$93.4K | 0.36% | 31 |
|
|
2021
Q4 | $511K | Buy |
6,365
+220
| +4% | +$16.8K | 0.29% | 41 |
|
|
2021
Q3 | $440K | Sell |
6,145
-921
| -13% | -$70.1K | 0.26% | 39 |
|
|
2021
Q2 | $516K | Buy |
7,066
+204
| +3% | +$14.9K | 0.29% | 39 |
|
|
2021
Q1 | $476K | Sell |
6,862
-102
| -1% | -$6.84K | 0.28% | 38 |
|
|
2020
Q4 | $481K | Sell |
6,964
-1,736
| -20% | -$116K | 0.28% | 34 |
|
|
2020
Q3 | $555K | Sell |
8,700
-209
| -2% | -$14.1K | 0.35% | 26 |
|
|
2020
Q2 | $583K | Sell |
8,909
-1,531
| -15% | -$95.1K | 0.39% | 24 |
|
|
2020
Q1 | $594K | Sell |
10,440
-2,203
| -17% | -$167K | 0.44% | 27 |
|
|
2019
Q4 | $991K | Sell |
12,643
-817
| -6% | -$68.5K | 0.65% | 21 |
|
|
2019
Q3 | $1.18M | Sell |
13,460
-2,102
| -14% | -$179K | 0.84% | 12 |
|
|
2019
Q2 | $1.26M | Sell |
15,562
-1,261
| -7% | -$99.9K | 0.91% | 13 |
|
|
2019
Q1 | $1.29M | Sell |
16,823
-3,189
| -16% | -$230K | 0.99% | 13 |
|
|
2018
Q4 | $1.28M | Sell |
20,012
-1,021
| -5% | -$66.4K | 1.09% | 11 |
|
|
2018
Q3 | $1.32M | Sell |
21,033
-1,123
| -5% | -$72.3K | 0.89% | 14 |
|
|
2018
Q2 | $1.44M | Sell |
22,156
-1,429
| -6% | -$90.6K | 1% | 12 |
|
|
2018
Q1 | $1.43M | Buy |
23,585
+2,450
| +12% | +$151K | 1.03% | 12 |
|
|
2017
Q4 | $1.43M | Buy |
21,135
+307
| +1% | +$21K | 1.05% | 13 |
|
|
2017
Q3 | $1.38M | Sell |
20,828
-409
| -2% | -$27.2K | 1.02% | 14 |
|
|
2017
Q2 | $1.37M | Sell |
21,237
-306
| -1% | -$19.3K | 1.05% | 13 |
|
|
2017
Q1 | $1.31M | Buy |
+21,543
| New | +$1.31M | 1% | 12 |
|
Other funds holding WPC
