SVB Wealth’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 | – | Sell |
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|
2025
Q1 | $57.9K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $851K | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $449K | Sell |
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|
2018
Q4 | $544K | Sell |
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|
2018
Q3 | $555K | Sell |
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|
2018
Q2 | $664K | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.49M | Sell |
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|
2017
Q3 | $1.55M | Sell |
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|
2017
Q2 | $1.64M | Buy |
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|
2017
Q1 | $820K | Buy |
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|
2016
Q4 | $232K | Sell |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $495K | Sell |
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|
2015
Q4 | $544K | Sell |
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|
2015
Q3 | $1.16M | Sell |
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|
2015
Q2 | $1.27M | Sell |
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|
2015
Q1 | $1.65M | Sell |
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|
2014
Q4 | $2.13M | Buy |
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