Parkside Financial Bank & Trust’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 | $18.2K | Buy |
292
+36
| +14% | +$2.25K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $16.2K | Buy |
256
+9
| +4% | +$568 | ﹤0.01% | 1223 |
|
|
2024
Q4 | $13.5K | Buy |
247
+5
| +2% | +$272 | ﹤0.01% | 1205 |
|
|
2024
Q3 | $15.1K | Buy |
242
+9
| +4% | +$561 | ﹤0.01% | 1135 |
|
|
2024
Q2 | $12.8K | Buy |
233
+46
| +25% | +$2.53K | ﹤0.01% | 1122 |
|
|
2024
Q1 | $10.6K | Sell |
187
-2
| -1% | -$113 | ﹤0.01% | 1163 |
|
|
2023
Q4 | $12.3K | Buy |
189
+117
| +163% | +$7.58K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $3.84K | Hold |
72
| – | – | ﹤0.01% | 1462 |
|
|
2023
Q2 | $4.8K | Buy |
72
+58
| +414% | +$3.86K | ﹤0.01% | 1389 |
|
|
2023
Q1 | $1.09K | Buy |
14
+7
| +100% | +$543 | ﹤0.01% | 1838 |
|
|
2022
Q4 | $547 | Sell |
7
-8
| -53% | -$625 | ﹤0.01% | 1908 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1757 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1794 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1713 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1348 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q3 | $1K | Sell |
10
-398
| -98% | -$39.8K | ﹤0.01% | 1476 |
|
|
2019
Q2 | $33K | Buy |
408
+327
| +404% | +$26.4K | 0.01% | 495 |
|
|
2019
Q1 | $6K | Buy |
81
+12
| +17% | +$889 | ﹤0.01% | 912 |
|
|
2018
Q4 | $4K | Buy |
69
+1
| +1% | +$58 | ﹤0.01% | 954 |
|
|
2018
Q3 | $4K | Buy |
68
+1
| +1% | +$59 | ﹤0.01% | 963 |
|
|
2018
Q2 | $4K | Buy |
67
+1
| +2% | +$60 | ﹤0.01% | 947 |
|
|
2018
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 908 |
|