PSI Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-708
| Closed | -$44.7K | – | 702 |
|
|
2025
Q1 | $44.7K | Sell |
708
-1
| -0.1% | -$63 | 0.01% | 248 |
|
|
2024
Q4 | $38.6K | Hold |
709
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $44.1K | Hold |
709
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $39K | Sell |
709
-1,136
| -62% | -$62.5K | 0.01% | 287 |
|
|
2024
Q1 | $104K | Sell |
1,845
-1
| -0.1% | -$56 | 0.04% | 176 |
|
|
2023
Q4 | $120K | Sell |
1,846
-935
| -34% | -$60.6K | 0.04% | 161 |
|
|
2023
Q3 | $147K | Buy |
2,781
+17
| +0.6% | +$900 | 0.06% | 147 |
|
|
2023
Q2 | $183K | Buy |
2,764
+1,104
| +67% | +$73K | 0.08% | 128 |
|
|
2023
Q1 | $126K | Buy |
1,660
+322
| +24% | +$24.4K | 0.06% | 143 |
|
|
2022
Q4 | $102K | Sell |
1,338
-204
| -13% | -$15.6K | 0.05% | 149 |
|
|
2022
Q3 | $105K | Hold |
1,542
| – | – | 0.06% | 159 |
|
|
2022
Q2 | $125K | Hold |
1,542
| – | – | 0.06% | 154 |
|
|
2022
Q1 | $122K | Hold |
1,542
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $124K | Hold |
1,542
| – | – | 0.05% | 180 |
|
|
2021
Q3 | $110K | Buy |
+1,542
| New | +$110K | 0.05% | 187 |
|
|
2020
Q1 | – | Sell |
-1,263
| Closed | -$99K | – | 611 |
|
|
2019
Q4 | $99K | Buy |
+1,263
| New | +$99K | 0.06% | 192 |
|