Riverview Trust Company’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 | – | Sell |
-493
| Closed | -$31.1K | – | 586 |
|
|
2025
Q1 | $31.1K | Hold |
493
| – | – | 0.03% | 296 |
|
|
2024
Q4 | $26.9K | Hold |
493
| – | – | 0.02% | 352 |
|
|
2024
Q3 | $30.7K | Hold |
493
| – | – | 0.03% | 321 |
|
|
2024
Q2 | $27.1K | Hold |
493
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $27.8K | Buy |
+493
| New | +$27.8K | 0.02% | 360 |
|
|
2023
Q3 | – | Sell |
-176
| Closed | -$11.6K | – | 720 |
|
|
2023
Q2 | $11.6K | Hold |
176
| – | – | 0.01% | 655 |
|
|
2023
Q1 | $13.3K | Hold |
176
| – | – | 0.01% | 578 |
|
|
2022
Q4 | $13K | Buy |
+176
| New | +$13K | 0.01% | 602 |
|