Meeder Advisory Services’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 | $230K | Buy |
3,686
+294
| +9% | +$18.3K | 0.01% | 551 |
|
|
2025
Q1 | $214K | Buy |
+3,392
| New | +$214K | 0.01% | 535 |
|
|
2024
Q4 | – | Sell |
-3,231
| Closed | -$201K | – | 584 |
|
|
2024
Q3 | $201K | Buy |
+3,231
| New | +$201K | 0.01% | 529 |
|
|
2023
Q1 | – | Sell |
-3,283
| Closed | -$251K | – | 441 |
|
|
2022
Q4 | $251K | Buy |
+3,283
| New | +$251K | 0.03% | 366 |
|