Madden Securities’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 | – | Sell |
-3,690
| Closed | -$233K | – | 127 |
|
|
2025
Q1 | $233K | Sell |
3,690
-2,300
| -38% | -$145K | 0.09% | 107 |
|
|
2024
Q4 | $326K | Sell |
5,990
-290
| -5% | -$15.8K | 0.13% | 95 |
|
|
2024
Q3 | $391K | Hold |
6,280
| – | – | 0.17% | 81 |
|
|
2024
Q2 | $346K | Sell |
6,280
-500
| -7% | -$27.5K | 0.15% | 83 |
|
|
2024
Q1 | $383K | Sell |
6,780
-1,550
| -19% | -$87.5K | 0.18% | 76 |
|
|
2023
Q4 | $540K | Buy |
8,330
+147
| +2% | +$9.53K | 0.29% | 60 |
|
|
2023
Q3 | $433K | Buy |
8,183
+1,250
| +18% | +$66.2K | 0.24% | 63 |
|
|
2023
Q2 | $459K | Sell |
6,933
-214
| -3% | -$14.2K | 0.23% | 63 |
|
|
2023
Q1 | $542K | Sell |
7,147
-102
| -1% | -$7.74K | 0.29% | 60 |
|
|
2022
Q4 | $555K | Hold |
7,249
| – | – | 0.29% | 59 |
|
|
2022
Q3 | $496K | Hold |
7,249
| – | – | 0.3% | 63 |
|
|
2022
Q2 | $588K | Hold |
7,249
| – | – | 0.32% | 62 |
|
|
2022
Q1 | $574K | Hold |
7,249
| – | – | 0.26% | 66 |
|
|
2021
Q4 | $583K | Hold |
7,249
| – | – | 0.27% | 69 |
|
|
2021
Q3 | $519K | Hold |
7,249
| – | – | 0.28% | 71 |
|
|
2021
Q2 | $530K | Hold |
7,249
| – | – | 0.28% | 88 |
|
|
2021
Q1 | $502K | Hold |
7,249
| – | – | 0.29% | 87 |
|
|
2020
Q4 | $501K | Hold |
7,249
| – | – | 0.32% | 83 |
|
|
2020
Q3 | $463K | Sell |
7,249
-153
| -2% | -$9.77K | 0.34% | 81 |
|
|
2020
Q2 | $490K | Buy |
+7,402
| New | +$490K | 0.44% | 62 |
|
|
2019
Q4 | $580K | Buy |
+7,402
| New | +$580K | 0.58% | 49 |
|