Key Financial Inc’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 | $61.8K | Hold |
991
| – | – | 0.01% | 453 |
|
|
2025
Q1 | $62.6K | Hold |
991
| – | – | 0.01% | 439 |
|
|
2024
Q4 | $54K | Buy |
991
+22
| +2% | +$1.2K | 0.01% | 469 |
|
|
2024
Q3 | $60.4K | Buy |
969
+7
| +0.7% | +$436 | 0.01% | 452 |
|
|
2024
Q2 | $53K | Hold |
962
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $54.3K | Hold |
962
| – | – | 0.01% | 424 |
|
|
2023
Q4 | $62.4K | Sell |
962
-20
| -2% | -$1.3K | 0.02% | 384 |
|
|
2023
Q3 | $52K | Hold |
982
| – | – | 0.02% | 403 |
|
|
2023
Q2 | $65K | Hold |
982
| – | – | 0.02% | 366 |
|
|
2023
Q1 | $74.5K | Sell |
982
-271
| -22% | -$20.6K | 0.03% | 335 |
|
|
2022
Q4 | $85.6K | Hold |
1,253
| – | – | 0.04% | 270 |
|
|
2022
Q3 | $86K | Hold |
1,253
| – | – | 0.04% | 274 |
|
|
2022
Q2 | $102K | Hold |
1,253
| – | – | 0.06% | 234 |
|
|
2022
Q1 | $99K | Hold |
1,253
| – | – | 0.05% | 250 |
|
|
2021
Q4 | $101K | Hold |
1,253
| – | – | 0.05% | 235 |
|
|
2021
Q3 | $90K | Hold |
1,253
| – | – | 0.05% | 237 |
|
|
2021
Q2 | $99K | Hold |
1,253
| – | – | 0.06% | 233 |
|
|
2021
Q1 | $87K | Buy |
1,253
+25
| +2% | +$1.74K | 0.06% | 208 |
|
|
2020
Q4 | $85K | Buy |
+1,228
| New | +$85K | 0.06% | 193 |
|
|
2020
Q2 | – | Sell |
-1,228
| Closed | -$71K | – | 653 |
|
|
2020
Q1 | $71K | Buy |
+1,228
| New | +$71K | 0.07% | 187 |
|