MOTCO’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 | $201K | Buy |
3,139
+187
| +6% | +$12K | 0.02% | 194 |
|
|
2025
Q1 | $186K | Hold |
2,952
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $161K | Hold |
2,952
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $184K | Sell |
2,952
-831
| -22% | -$51.8K | 0.02% | 208 |
|
|
2024
Q2 | $208K | Buy |
3,783
+746
| +25% | +$41.1K | 0.01% | 272 |
|
|
2024
Q1 | $171K | Buy |
3,037
+232
| +8% | +$13.1K | 0.01% | 288 |
|
|
2023
Q4 | $182K | Sell |
2,805
-59
| -2% | -$3.82K | 0.01% | 256 |
|
|
2023
Q3 | $152K | Hold |
2,864
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $190K | Hold |
2,864
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $217K | Buy |
2,864
+69
| +2% | +$5.23K | 0.01% | 221 |
|
|
2022
Q4 | $214K | Sell |
2,795
-251
| -8% | -$19.2K | 0.02% | 224 |
|
|
2022
Q3 | $208K | Buy |
3,046
+307
| +11% | +$21K | 0.02% | 219 |
|
|
2022
Q2 | $222K | Buy |
+2,739
| New | +$222K | 0.02% | 218 |
|
|
2014
Q4 | – | Sell |
-427
| Closed | -$27K | – | 643 |
|
|
2014
Q3 | $27K | Buy |
+427
| New | +$27K | ﹤0.01% | 336 |
|