Salomon & Ludwin’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 | $15.2K | Buy |
241
+95
| +65% | +$6.01K | ﹤0.01% | 427 |
|
|
2025
Q1 | $9.21K | Hold |
146
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $7.95K | Sell |
146
-89
| -38% | -$4.85K | ﹤0.01% | 469 |
|
|
2024
Q3 | $14.6K | Buy |
235
+71
| +43% | +$4.42K | ﹤0.01% | 406 |
|
|
2024
Q2 | $9.03K | Hold |
164
| – | – | ﹤0.01% | 456 |
|
|
2024
Q1 | $9.26K | Buy |
164
+77
| +89% | +$4.35K | ﹤0.01% | 562 |
|
|
2023
Q4 | $4.71K | Sell |
87
-2
| -2% | -$108 | ﹤0.01% | 586 |
|
|
2023
Q3 | $4.71K | Buy |
+89
| New | +$4.71K | ﹤0.01% | 584 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$5K | – | 223 |
|
|
2020
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 200 |
|
|
2019
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 195 |
|
|
2019
Q3 | $8K | Hold |
90
| – | – | ﹤0.01% | 176 |
|
|
2019
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 176 |
|