Jump 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 | – | Sell |
-72,966
| Closed | -$4.6M | – | 2211 |
|
|
2025
Q1 | $4.6M | Buy |
+72,966
| New | +$4.6M | 0.06% | 352 |
|
|
2023
Q3 | – | Sell |
-7,165
| Closed | -$474K | – | 2293 |
|
|
2023
Q2 | $474K | Sell |
7,165
-68,138
| -90% | -$4.51M | 0.02% | 1055 |
|
|
2023
Q1 | $5.71M | Buy |
+75,303
| New | +$5.71M | 0.23% | 124 |
|
|
2022
Q2 | – | Sell |
-5,701
| Closed | -$451K | – | 2063 |
|
|
2022
Q1 | $451K | Buy |
+5,701
| New | +$451K | 0.02% | 863 |
|
|
2021
Q4 | – | Sell |
-3,970
| Closed | -$284K | – | 1764 |
|
|
2021
Q3 | $284K | Sell |
3,970
-1,673
| -30% | -$120K | 0.02% | 687 |
|
|
2021
Q2 | $412K | Buy |
+5,643
| New | +$412K | 0.04% | 542 |
|
|
2021
Q1 | – | Sell |
-8,558
| Closed | -$592K | – | 1332 |
|
|
2020
Q4 | $592K | Buy |
8,558
+1,718
| +25% | +$119K | 0.1% | 325 |
|
|
2020
Q3 | $436K | Buy |
+6,840
| New | +$436K | 0.09% | 373 |
|