Missouri Trust & Investment Company’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 | $70.8K | Hold |
1,135
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $71.6K | Hold |
1,135
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $61.8K | Hold |
1,135
| – | – | 0.02% | 194 |
|
|
2024
Q3 | $70.7K | Hold |
1,135
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $62.5K | Hold |
1,135
| – | – | 0.02% | 187 |
|
|
2024
Q1 | $64.1K | Sell |
1,135
-865
| -43% | -$48.8K | 0.02% | 191 |
|
|
2023
Q4 | $130K | Sell |
2,000
-859
| -30% | -$55.7K | 0.05% | 135 |
|
|
2023
Q3 | $151K | Hold |
2,859
| – | – | 0.07% | 124 |
|
|
2023
Q2 | $189K | Buy |
+2,859
| New | +$189K | 0.11% | 119 |
|