Lindbrook Capital’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
Q1 | $131K | Buy |
2,076
+688
| +50% | +$43.4K | 0.01% | 561 |
|
|
2024
Q4 | $75.6K | Buy |
1,388
+458
| +49% | +$25K | 0.01% | 648 |
|
|
2024
Q3 | $57.9K | Sell |
930
-148
| -14% | -$9.22K | 0.01% | 754 |
|
|
2024
Q2 | $59.3K | Buy |
1,078
+254
| +31% | +$14K | 0.01% | 724 |
|
|
2024
Q1 | $46.5K | Sell |
824
-111
| -12% | -$6.27K | ﹤0.01% | 799 |
|
|
2023
Q4 | $60.6K | Buy |
935
+78
| +9% | +$5.06K | 0.01% | 692 |
|
|
2023
Q3 | $45.4K | Sell |
857
-1,334
| -61% | -$70.6K | 0.01% | 730 |
|
|
2023
Q2 | $145K | Sell |
2,191
-23
| -1% | -$1.52K | 0.02% | 400 |
|
|
2023
Q1 | $168K | Buy |
2,214
+112
| +5% | +$8.49K | 0.02% | 356 |
|
|
2022
Q4 | $161K | Sell |
2,102
-48
| -2% | -$3.68K | 0.02% | 380 |
|
|
2022
Q3 | $147K | Buy |
2,150
+1
| +0% | +$68 | 0.02% | 337 |
|
|
2022
Q2 | $174K | Buy |
2,149
+65
| +3% | +$5.26K | 0.03% | 312 |
|
|
2022
Q1 | $165K | Buy |
2,084
+1,433
| +220% | +$113K | 0.03% | 338 |
|
|
2021
Q4 | $52K | Buy |
651
+66
| +11% | +$5.27K | 0.01% | 707 |
|
|
2021
Q3 | $42K | Hold |
585
| – | – | 0.01% | 491 |
|
|
2021
Q2 | $43K | Buy |
585
+16
| +3% | +$1.18K | 0.01% | 521 |
|
|
2021
Q1 | $39K | Buy |
569
+76
| +15% | +$5.21K | 0.01% | 530 |
|
|
2020
Q4 | $34K | Sell |
493
-85
| -15% | -$5.86K | 0.01% | 523 |
|
|
2020
Q3 | $37K | Buy |
578
+12
| +2% | +$768 | 0.01% | 435 |
|
|
2020
Q2 | $37K | Buy |
566
+132
| +30% | +$8.63K | 0.01% | 436 |
|
|
2020
Q1 | $25K | Buy |
434
+187
| +76% | +$10.8K | 0.01% | 486 |
|
|
2019
Q4 | $19K | Hold |
247
| – | – | 0.01% | 766 |
|
|
2019
Q3 | $22K | Buy |
247
+84
| +52% | +$7.48K | 0.01% | 681 |
|
|
2019
Q2 | $12K | Hold |
163
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $12K | Hold |
163
| – | – | ﹤0.01% | 844 |
|
|
2018
Q4 | $10K | Buy |
+163
| New | +$10K | ﹤0.01% | 829 |
|