Resona Asset Management’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 | $7.58M | Sell |
120,905
-8,451
| -7% | -$530K | 0.04% | 400 |
|
|
2025
Q1 | $8.12M | Buy |
129,356
+9,794
| +8% | +$615K | 0.05% | 345 |
|
|
2024
Q4 | $6.52M | Buy |
119,562
+1,719
| +1% | +$93.7K | 0.04% | 391 |
|
|
2024
Q3 | $7.38M | Sell |
117,843
-6,729
| -5% | -$421K | 0.04% | 372 |
|
|
2024
Q2 | $6.91M | Buy |
124,572
+3,628
| +3% | +$201K | 0.04% | 370 |
|
|
2024
Q1 | $6.83M | Buy |
+120,944
| New | +$6.83M | 0.04% | 391 |
|