Samalin Investment Counsel’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 | $896K | Sell |
14,371
-168
| -1% | -$10.5K | 0.34% | 79 |
|
|
2025
Q1 | $918K | Buy |
14,539
+2,242
| +18% | +$141K | 0.37% | 75 |
|
|
2024
Q4 | $670K | Sell |
12,297
-878
| -7% | -$47.8K | 0.29% | 105 |
|
|
2024
Q3 | $821K | Buy |
13,175
+2,762
| +27% | +$172K | 0.36% | 81 |
|
|
2024
Q2 | $573K | Sell |
10,413
-2,016
| -16% | -$111K | 0.27% | 120 |
|
|
2024
Q1 | $701K | Sell |
12,429
-536
| -4% | -$30.3K | 0.33% | 89 |
|
|
2023
Q4 | $840K | Buy |
12,965
+1,997
| +18% | +$129K | 0.42% | 65 |
|
|
2023
Q3 | $581K | Buy |
10,968
+1,261
| +13% | +$66.8K | 0.33% | 91 |
|
|
2023
Q2 | $642K | Buy |
9,707
+3,663
| +61% | +$242K | 0.35% | 75 |
|
|
2023
Q1 | $459K | Buy |
6,044
+1,791
| +42% | +$136K | 0.28% | 106 |
|
|
2022
Q4 | $326K | Buy |
+4,253
| New | +$326K | 0.21% | 146 |
|