Kestra Private Wealth 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 | $1.45M | Sell |
23,279
-755
| -3% | -$47.1K | 0.02% | 596 |
|
|
2025
Q1 | $1.52M | Sell |
24,034
-974
| -4% | -$61.5K | 0.03% | 538 |
|
|
2024
Q4 | $1.36M | Buy |
25,008
+18,588
| +290% | +$1.01M | 0.02% | 541 |
|
|
2024
Q3 | $406K | Buy |
6,420
+5
| +0.1% | +$316 | 0.01% | 963 |
|
|
2024
Q2 | $359K | Buy |
6,415
+107
| +2% | +$5.98K | 0.01% | 974 |
|
|
2024
Q1 | $361K | Buy |
+6,308
| New | +$361K | 0.01% | 935 |
|
|
2020
Q4 | – | Sell |
-5,561
| Closed | -$355K | – | 785 |
|
|
2020
Q3 | $355K | Buy |
+5,561
| New | +$355K | 0.03% | 454 |
|