Naples Global Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $376K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $520K | Sell |
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|
2015
Q3 | $655K | Buy |
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|
2015
Q2 | $659K | Buy |
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|
2015
Q1 | $642K | Buy |
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|
2014
Q4 | $616K | Buy |
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|
2014
Q3 | $546K | Buy |
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|
2014
Q2 | $487K | Buy |
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|
2014
Q1 | $345K | Buy |
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|
2013
Q4 | $277K | Buy |
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