Prospera Financial Services’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 | $288K | Buy |
4,606
+511
| +12% | +$31.9K | 0.01% | 1127 |
|
|
2025
Q1 | $259K | Sell |
4,095
-1,305
| -24% | -$82.4K | 0.01% | 1045 |
|
|
2024
Q4 | $294K | Sell |
5,400
-716
| -12% | -$39K | 0.01% | 940 |
|
|
2024
Q3 | $381K | Sell |
6,116
-28
| -0.5% | -$1.75K | 0.01% | 828 |
|
|
2024
Q2 | $338K | Buy |
6,144
+490
| +9% | +$27K | 0.01% | 869 |
|
|
2024
Q1 | $319K | Buy |
+5,654
| New | +$319K | 0.01% | 880 |
|
|
2022
Q3 | – | Sell |
-1,346
| Closed | -$109K | – | 1590 |
|
|
2022
Q2 | $109K | Sell |
1,346
-578
| -30% | -$46.8K | 0.01% | 878 |
|
|
2022
Q1 | $152K | Buy |
+1,924
| New | +$152K | 0.01% | 968 |
|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$67K | – | 1586 |
|
|
2020
Q3 | $67K | Buy |
+1,050
| New | +$67K | 0.03% | 526 |
|