Kestra Advisory Services’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 | $4.84M | Sell |
77,568
-819
| -1% | -$51.1K | 0.02% | 654 |
|
|
2025
Q1 | $4.95M | Buy |
78,387
+38
| +0% | +$2.4K | 0.02% | 578 |
|
|
2024
Q4 | $4.27M | Buy |
78,349
+74,062
| +1,728% | +$4.03M | 0.02% | 639 |
|
|
2024
Q3 | $267K | Sell |
4,287
-95,592
| -96% | -$5.96M | ﹤0.01% | 2159 |
|
|
2024
Q2 | $5.59M | Buy |
99,879
+4,158
| +4% | +$233K | 0.03% | 548 |
|
|
2024
Q1 | $5.49M | Buy |
95,721
+82,754
| +638% | +$4.74M | 0.04% | 489 |
|
|
2023
Q4 | $852K | Buy |
+12,967
| New | +$852K | 0.01% | 1210 |
|
|
2023
Q1 | – | Sell |
-2,703
| Closed | -$207K | – | 2321 |
|
|
2022
Q4 | $207K | Buy |
+2,703
| New | +$207K | ﹤0.01% | 2002 |
|