Retirement Planning Company of New England’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 | $399K | Buy |
6,401
+178
| +3% | +$11.1K | 0.18% | 151 |
|
|
2025
Q1 | $393K | Buy |
6,223
+118
| +2% | +$7.45K | 0.2% | 141 |
|
|
2024
Q4 | $333K | Buy |
6,105
+1,549
| +34% | +$84.4K | 0.16% | 162 |
|
|
2024
Q3 | $284K | Sell |
4,556
-1,230
| -21% | -$76.6K | 0.14% | 176 |
|
|
2024
Q2 | $319K | Sell |
5,786
-369
| -6% | -$20.3K | 0.17% | 149 |
|
|
2024
Q1 | $347K | Buy |
6,155
+984
| +19% | +$55.5K | 0.19% | 145 |
|
|
2023
Q4 | $335K | Buy |
5,171
+187
| +4% | +$12.1K | 0.15% | 158 |
|
|
2023
Q3 | $264K | Buy |
4,984
+226
| +5% | +$12K | 0.15% | 151 |
|
|
2023
Q2 | $315K | Buy |
4,758
+100
| +2% | +$6.62K | 0.18% | 153 |
|
|
2023
Q1 | $353K | Buy |
4,658
+237
| +5% | +$18K | 0.21% | 136 |
|
|
2022
Q4 | $338K | Buy |
4,421
+11
| +0.2% | +$842 | 0.22% | 133 |
|
|
2022
Q3 | $301K | Buy |
4,410
+7
| +0.2% | +$478 | 0.22% | 144 |
|
|
2022
Q2 | $357K | Buy |
4,403
+10
| +0.2% | +$811 | 0.24% | 124 |
|
|
2022
Q1 | $347K | Buy |
4,393
+11
| +0.3% | +$869 | 0.2% | 146 |
|
|
2021
Q4 | $352K | Buy |
+4,382
| New | +$352K | 0.17% | 142 |
|