Karpas Strategies’s W.P. Carey WPC Stock Holding History

Karpas Strategies’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.7M	Buy
2024 Q1	$3.78M	Buy
2023 Q4	$4.32M	Sell
2023 Q3	$3.67M	Buy
2023 Q2	$4.56M	Buy
2023 Q1	$5.22M	Buy
2022 Q4	$5.25M	Sell
2022 Q3	$4.7M	Buy
2022 Q2	$5.56M	Buy
2022 Q1	$5.39M	Buy
2021 Q4	$5.45M	Buy
2021 Q3	$4.53M	Hold
2021 Q2	$4.32M	Sell
2021 Q1	$4.12M	Sell
2020 Q4	$4.25M	Hold
2020 Q3	$3.92M	Hold
2020 Q2	$4.07M	Sell
2020 Q1	$3.58M	Sell
2019 Q4	$5.87M	Hold
2019 Q3	$6.56M	Sell
2019 Q2	$6.03M	Hold
2019 Q1	$5.82M	Sell
2018 Q4	$4.86M	Hold
2018 Q3	$4.78M	Hold
2018 Q2	$4.93M	Sell
2018 Q1	$4.68M	Sell
2017 Q4	$5.31M	Hold
2017 Q3	$5.19M	Hold
2017 Q2	$5.09M	Hold
2017 Q1	$4.79M	Hold
2016 Q4	$4.55M	Hold
2016 Q3	$4.97M	Sell
2016 Q2	$5.63M	Hold
2016 Q1	$5.04M	Hold
2015 Q4	$4.78M	Sell
2015 Q3	$4.76M	Hold
2015 Q2	$4.86M	Hold
2015 Q1	$5.6M	Hold
2014 Q4	$5.78M	Hold
2014 Q3	$5.25M	Hold
2014 Q2	$5.31M	Hold
2014 Q1	$4.95M	Hold
2013 Q4	$5.05M	Hold
2013 Q3	$5.33M	Sell
2013 Q2	$5.46M	Buy