Meeder Asset Management’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 | $12.8K | Buy |
205
+121
| +144% | +$7.55K | ﹤0.01% | 573 |
|
|
2025
Q1 | $5.3K | Sell |
84
-55
| -40% | -$3.47K | ﹤0.01% | 754 |
|
|
2024
Q4 | $7.57K | Buy |
139
+3
| +2% | +$163 | ﹤0.01% | 763 |
|
|
2024
Q3 | $8.47K | Buy |
136
+7
| +5% | +$436 | ﹤0.01% | 651 |
|
|
2024
Q2 | $7.1K | Buy |
+129
| New | +$7.1K | ﹤0.01% | 718 |
|
|
2022
Q4 | – | Sell |
-1,066
| Closed | -$73K | – | 2038 |
|
|
2022
Q3 | $73K | Buy |
1,066
+176
| +20% | +$12.1K | ﹤0.01% | 761 |
|
|
2022
Q2 | $72K | Sell |
890
-3,493
| -80% | -$283K | ﹤0.01% | 788 |
|
|
2022
Q1 | $347K | Sell |
4,383
-562
| -11% | -$44.5K | 0.02% | 506 |
|
|
2021
Q4 | $397K | Buy |
4,945
+151
| +3% | +$12.1K | 0.04% | 238 |
|
|
2021
Q3 | $343K | Buy |
4,794
+359
| +8% | +$25.7K | 0.02% | 582 |
|
|
2021
Q2 | $324K | Sell |
4,435
-438
| -9% | -$32K | 0.02% | 623 |
|
|
2021
Q1 | $338K | Buy |
4,873
+4,263
| +699% | +$296K | 0.02% | 604 |
|
|
2020
Q4 | $42K | Buy |
610
+360
| +144% | +$24.8K | 0.01% | 619 |
|
|
2020
Q3 | $16K | Buy |
250
+242
| +3,025% | +$15.5K | ﹤0.01% | 1240 |
|
|
2020
Q2 | $1K | Sell |
8
-216
| -96% | -$27K | ﹤0.01% | 1970 |
|
|
2020
Q1 | $13K | Buy |
+224
| New | +$13K | ﹤0.01% | 1420 |
|
|
2019
Q4 | – | Sell |
-383
| Closed | -$34K | – | 2433 |
|
|
2019
Q3 | $34K | Buy |
383
+54
| +16% | +$4.79K | ﹤0.01% | 1145 |
|
|
2019
Q2 | $26K | Sell |
329
-470
| -59% | -$37.1K | ﹤0.01% | 1151 |
|
|
2019
Q1 | $61K | Sell |
799
-446
| -36% | -$34.1K | ﹤0.01% | 824 |
|
|
2018
Q4 | $80K | Buy |
+1,245
| New | +$80K | 0.01% | 697 |
|
|
2017
Q3 | – | Sell |
-604
| Closed | -$39K | – | 1777 |
|
|
2017
Q2 | $39K | Hold |
604
| – | – | ﹤0.01% | 713 |
|
|
2017
Q1 | $37K | Buy |
+604
| New | +$37K | ﹤0.01% | 650 |
|