Roof Eidam Maycock Peralta (REMP)’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 | $569K | Buy |
+9,120
| New | +$569K | 0.14% | 78 |
|
2023
Q3 | – | Sell |
-3,063
| Closed | -$203K | – | 127 |
|
2023
Q2 | $203K | Hold |
3,063
| – | – | 0.07% | 115 |
|
2023
Q1 | $232K | Hold |
3,063
| – | – | 0.09% | 104 |
|
2022
Q4 | $234K | Sell |
3,063
-664
| -18% | -$50.8K | 0.08% | 104 |
|
2022
Q3 | $255K | Buy |
+3,727
| New | +$255K | 0.1% | 95 |
|
2015
Q3 | – | Sell |
-4,513
| Closed | -$261K | – | 93 |
|
2015
Q2 | $261K | Sell |
4,513
-1,524
| -25% | -$88.1K | 0.22% | 80 |
|
2015
Q1 | $402K | Sell |
6,037
-3,918
| -39% | -$261K | 0.32% | 67 |
|
2014
Q4 | $683K | Buy |
+9,955
| New | +$683K | 0.58% | 52 |
|