NBC Securities’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 | $546K | Buy |
8,756
+60
| +0.7% | +$3.74K | 0.04% | 452 |
|
|
2025
Q1 | $548K | Buy |
8,696
+8,688
| +108,600% | +$547K | 0.05% | 421 |
|
|
2024
Q4 | $436 | Sell |
8
-7,578
| -100% | -$413K | 0.04% | 494 |
|
|
2024
Q3 | $472K | Sell |
7,586
-1,705
| -18% | -$106K | 0.04% | 487 |
|
|
2024
Q2 | $511K | Buy |
9,291
+421
| +5% | +$23.2K | 0.05% | 428 |
|
|
2024
Q1 | $511K | Buy |
8,870
+1,710
| +24% | +$98.5K | 0.05% | 435 |
|
|
2023
Q4 | $464K | Sell |
7,160
-599
| -8% | -$38.8K | 0.05% | 441 |
|
|
2023
Q3 | $410K | Buy |
+7,759
| New | +$410K | 0.05% | 443 |
|