Principal 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 | $264K | Sell |
4,233
-9,951
| -70% | -$621K | 0.01% | 1114 |
|
|
2025
Q1 | $773K | Hold |
14,184
| – | – | 0.02% | 634 |
|
|
2024
Q4 | $773K | Sell |
14,184
-936
| -6% | -$51K | 0.02% | 630 |
|
|
2024
Q3 | $942K | Buy |
15,120
+444
| +3% | +$27.7K | 0.02% | 541 |
|
|
2024
Q2 | $808K | Sell |
14,676
-492
| -3% | -$27.1K | 0.02% | 539 |
|
|
2024
Q1 | $856K | Buy |
15,168
+488
| +3% | +$27.5K | 0.03% | 495 |
|
|
2023
Q4 | $951K | Buy |
+14,680
| New | +$951K | 0.04% | 427 |
|