Intrua Financial’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 | $510K | Sell |
8,177
-108
| -1% | -$6.74K | 0.07% | 204 |
|
|
2025
Q1 | $523K | Buy |
8,285
+228
| +3% | +$14.4K | 0.08% | 188 |
|
|
2024
Q4 | $439K | Buy |
8,057
+1,639
| +26% | +$89.3K | 0.07% | 215 |
|
|
2024
Q3 | $400K | Buy |
6,418
+268
| +4% | +$16.7K | 0.06% | 264 |
|
|
2024
Q2 | $339K | Buy |
6,150
+466
| +8% | +$25.7K | 0.05% | 283 |
|
|
2024
Q1 | $321K | Buy |
5,684
+217
| +4% | +$12.2K | 0.05% | 306 |
|
|
2023
Q4 | $354K | Sell |
5,467
-821
| -13% | -$53.2K | 0.05% | 284 |
|
|
2023
Q3 | $333K | Sell |
6,288
-432
| -6% | -$22.9K | 0.06% | 253 |
|
|
2023
Q2 | $445K | Buy |
6,720
+1,844
| +38% | +$122K | 0.08% | 214 |
|
|
2023
Q1 | $342K | Buy |
4,876
+34
| +0.7% | +$2.38K | 0.07% | 233 |
|
|
2022
Q4 | $391K | Sell |
4,842
-477
| -9% | -$38.5K | 0.09% | 216 |
|
|
2022
Q3 | $364K | Buy |
5,319
+1,336
| +34% | +$91.4K | 0.1% | 205 |
|
|
2022
Q2 | $323K | Sell |
3,983
-157
| -4% | -$12.7K | 0.07% | 272 |
|
|
2022
Q1 | $328K | Sell |
4,140
-181
| -4% | -$14.3K | 0.06% | 287 |
|
|
2021
Q4 | $347K | Sell |
4,321
-280
| -6% | -$22.5K | 0.06% | 275 |
|
|
2021
Q3 | $353K | Buy |
+4,601
| New | +$353K | 0.07% | 272 |
|