MPWT
MassMutual Private Wealth & Trust’s W.P. Carey WPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.4K | Sell |
632
-19
| -3% | -$1.19K | ﹤0.01% | 860 |
|
2025
Q1 | $41.1K | Sell |
651
-98
| -13% | -$6.19K | ﹤0.01% | 790 |
|
2024
Q4 | $40.8K | Buy |
749
+98
| +15% | +$5.34K | ﹤0.01% | 802 |
|
2024
Q3 | $40.6K | Buy |
651
+172
| +36% | +$10.7K | ﹤0.01% | 714 |
|
2024
Q2 | $26.4K | Buy |
479
+231
| +93% | +$12.7K | ﹤0.01% | 790 |
|
2024
Q1 | $14K | Sell |
248
-34
| -12% | -$1.92K | ﹤0.01% | 935 |
|
2023
Q4 | $18.3K | Buy |
282
+140
| +99% | +$9.07K | ﹤0.01% | 842 |
|
2023
Q3 | $7.68K | Buy |
142
+43
| +43% | +$2.33K | ﹤0.01% | 1107 |
|
2023
Q2 | $6.69K | Sell |
99
-62
| -39% | -$4.19K | ﹤0.01% | 1105 |
|
2023
Q1 | $12.5K | Buy |
161
+127
| +374% | +$9.84K | ﹤0.01% | 870 |
|
2022
Q4 | $3K | Sell |
34
-91
| -73% | -$8.03K | ﹤0.01% | 1187 |
|
2022
Q3 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 793 |
|
2022
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1663 |
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1136 |
|
2021
Q1 | – | Sell |
-30
| Closed | -$2K | – | 1190 |
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 809 |
|
2020
Q3 | – | Sell |
-17
| Closed | -$1K | – | 823 |
|
2020
Q2 | $1K | Sell |
17
-108
| -86% | -$6.35K | ﹤0.01% | 715 |
|
2020
Q1 | $7K | Hold |
125
| – | – | ﹤0.01% | 558 |
|
2019
Q4 | $10K | Hold |
125
| – | – | ﹤0.01% | 625 |
|
2019
Q3 | $11K | Hold |
125
| – | – | ﹤0.01% | 580 |
|
2019
Q2 | $10K | Hold |
125
| – | – | ﹤0.01% | 580 |
|
2019
Q1 | $9.79K | Hold |
125
| – | – | ﹤0.01% | 597 |
|
2018
Q4 | $8.17K | Hold |
125
| – | – | ﹤0.01% | 599 |
|
2018
Q3 | $8.04K | Hold |
125
| – | – | ﹤0.01% | 634 |
|
2018
Q2 | $8.29K | Hold |
125
| – | – | ﹤0.01% | 638 |
|
2018
Q1 | $7.75K | Sell |
125
-590
| -83% | -$36.6K | ﹤0.01% | 641 |
|
2017
Q4 | $49.3K | Buy |
+715
| New | +$49.3K | ﹤0.01% | 444 |
|
2015
Q2 | – | Hold |
0
| – | – | – | 917 |
|
2015
Q1 | – | Sell |
-250
| Closed | -$17.5K | – | 848 |
|
2014
Q4 | $17.5K | Buy |
+250
| New | +$17.5K | 0.01% | 346 |
|