Main Street Financial Solutions’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 | $267K | Buy |
4,281
+116
| +3% | +$7.24K | 0.02% | 471 |
|
|
2025
Q1 | $263K | Sell |
4,165
-1,036
| -20% | -$65.4K | 0.02% | 430 |
|
|
2024
Q4 | $283K | Sell |
5,201
-600
| -10% | -$32.7K | 0.03% | 391 |
|
|
2024
Q3 | $361K | Sell |
5,801
-472
| -8% | -$29.4K | 0.03% | 379 |
|
|
2024
Q2 | $345K | Buy |
6,273
+932
| +17% | +$51.3K | 0.03% | 394 |
|
|
2024
Q1 | $301K | Buy |
5,341
+220
| +4% | +$12.4K | 0.03% | 412 |
|
|
2023
Q4 | $332K | Sell |
5,121
-43
| -0.8% | -$2.79K | 0.04% | 346 |
|
|
2023
Q3 | $274K | Buy |
5,164
+228
| +5% | +$12.1K | 0.04% | 363 |
|
|
2023
Q2 | $327K | Buy |
4,936
+25
| +0.5% | +$1.65K | 0.04% | 336 |
|
|
2023
Q1 | $373K | Sell |
4,911
-91
| -2% | -$6.9K | 0.05% | 302 |
|
|
2022
Q4 | $383K | Buy |
5,002
+144
| +3% | +$11K | 0.06% | 280 |
|
|
2022
Q3 | $332K | Buy |
4,858
+1,361
| +39% | +$93K | 0.05% | 305 |
|
|
2022
Q2 | $284K | Sell |
3,497
-341
| -9% | -$27.7K | 0.04% | 354 |
|
|
2022
Q1 | $304K | Sell |
3,838
-1,050
| -21% | -$83.2K | 0.04% | 356 |
|
|
2021
Q4 | $393K | Buy |
4,888
+1,408
| +40% | +$113K | 0.06% | 321 |
|
|
2021
Q3 | $249K | Buy |
3,480
+86
| +3% | +$6.15K | 0.04% | 399 |
|
|
2021
Q2 | $248K | Buy |
3,394
+13
| +0.4% | +$950 | 0.04% | 389 |
|
|
2021
Q1 | $234K | Sell |
3,381
-1,001
| -23% | -$69.3K | 0.04% | 381 |
|
|
2020
Q4 | $303K | Buy |
+4,382
| New | +$303K | 0.06% | 292 |
|