Royal Fund Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $917K | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $848K | Buy |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $921K | Buy |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $769K | Buy |
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|
2022
Q2 | $761K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $340K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $415K | Buy |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $381K | Sell |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $318K | Buy |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $266K | Buy |
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|
2017
Q2 | $256K | Buy |
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|
2017
Q1 | $179K | Buy |
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|
2016
Q4 | $141K | Buy |
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