Summit Financial’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 | $1.33M | Buy |
20,977
+1,683
| +9% | +$106K | 0.03% | 361 |
|
|
2025
Q1 | $1.22M | Buy |
19,294
+1,837
| +11% | +$116K | 0.03% | 332 |
|
|
2024
Q4 | $966K | Sell |
17,457
-523
| -3% | -$29K | 0.03% | 322 |
|
|
2024
Q3 | $1.14M | Sell |
17,980
-3,407
| -16% | -$215K | 0.04% | 235 |
|
|
2024
Q2 | $1.2M | Buy |
21,387
+11,537
| +117% | +$645K | 0.05% | 206 |
|
|
2024
Q1 | $564K | Buy |
+9,850
| New | +$564K | 0.03% | 236 |
|