Investmark Advisory Group’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 | $2.16M | Sell |
34,546
-268
| -0.8% | -$16.7K | 1.01% | 32 |
|
|
2025
Q1 | $2.2M | Buy |
34,814
+1,849
| +6% | +$117K | 1.09% | 27 |
|
|
2024
Q4 | $1.8M | Sell |
32,965
-1,460
| -4% | -$79.5K | 0.88% | 34 |
|
|
2024
Q3 | $2.14M | Buy |
34,425
+1,254
| +4% | +$78.1K | 1.04% | 31 |
|
|
2024
Q2 | $1.83M | Buy |
33,171
+348
| +1% | +$19.2K | 0.97% | 33 |
|
|
2024
Q1 | $1.85M | Buy |
32,823
+76
| +0.2% | +$4.29K | 1.02% | 32 |
|
|
2023
Q4 | $2.12M | Sell |
32,747
-968
| -3% | -$62.7K | 1.24% | 26 |
|
|
2023
Q3 | $1.79M | Buy |
33,715
+474
| +1% | +$25.1K | 1.21% | 26 |
|
|
2023
Q2 | $2.2M | Buy |
33,241
+857
| +3% | +$56.7K | 1.47% | 22 |
|
|
2023
Q1 | $2.46M | Buy |
32,384
+2,074
| +7% | +$157K | 1.8% | 18 |
|
|
2022
Q4 | $2.32M | Buy |
30,310
+1,069
| +4% | +$81.8K | 1.72% | 17 |
|
|
2022
Q3 | $2M | Buy |
29,241
+1,338
| +5% | +$91.5K | 1.8% | 17 |
|
|
2022
Q2 | $2.26M | Buy |
27,903
+578
| +2% | +$46.9K | 2.24% | 15 |
|
|
2022
Q1 | $2.16M | Buy |
27,325
+1,833
| +7% | +$145K | 2.23% | 16 |
|
|
2021
Q4 | $2.05M | Buy |
+25,492
| New | +$2.05M | 1.91% | 16 |
|