Prime Capital Investment Advisors’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 | $357K | Sell |
5,720
-578
| -9% | -$36.1K | ﹤0.01% | 711 |
|
|
2025
Q1 | $397K | Buy |
6,298
+1,051
| +20% | +$66.3K | ﹤0.01% | 739 |
|
|
2024
Q4 | $286K | Sell |
5,247
-162
| -3% | -$8.83K | ﹤0.01% | 747 |
|
|
2024
Q3 | $337K | Sell |
5,409
-338
| -6% | -$21.1K | ﹤0.01% | 692 |
|
|
2024
Q2 | $316K | Sell |
5,747
-75
| -1% | -$4.13K | ﹤0.01% | 709 |
|
|
2024
Q1 | $329K | Sell |
5,822
-404
| -6% | -$22.8K | ﹤0.01% | 748 |
|
|
2023
Q4 | $403K | Buy |
6,226
+669
| +12% | +$43.4K | 0.01% | 636 |
|
|
2023
Q3 | $294K | Buy |
5,557
+54
| +1% | +$2.86K | 0.01% | 589 |
|
|
2023
Q2 | $364K | Buy |
5,503
+1,301
| +31% | +$86.1K | 0.01% | 550 |
|
|
2023
Q1 | $319K | Sell |
4,202
-710
| -14% | -$53.9K | 0.01% | 423 |
|
|
2022
Q4 | $376K | Buy |
4,912
+745
| +18% | +$57K | 0.01% | 376 |
|
|
2022
Q3 | $285K | Buy |
+4,167
| New | +$285K | 0.02% | 317 |
|
|
2018
Q2 | – | Sell |
-847
| Closed | -$51K | – | 377 |
|
|
2018
Q1 | $51K | Hold |
847
| – | – | 0.04% | 160 |
|
|
2017
Q4 | $57K | Buy |
+847
| New | +$57K | 0.04% | 159 |
|