TD Private Client Wealth’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 | $18.5K | Buy |
297
+48
| +19% | +$2.99K | ﹤0.01% | 993 |
|
|
2025
Q1 | $15.7K | Buy |
249
+12
| +5% | +$757 | ﹤0.01% | 967 |
|
|
2024
Q4 | $12.9K | Hold |
237
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q3 | $14.8K | Hold |
237
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q2 | $13K | Buy |
237
+205
| +641% | +$11.3K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $1.81K | Sell |
32
-136
| -81% | -$7.68K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $10.9K | Sell |
168
-4
| -2% | -$259 | ﹤0.01% | 1037 |
|
|
2023
Q3 | $9.09K | Sell |
172
-8,227
| -98% | -$435K | ﹤0.01% | 1044 |
|
|
2023
Q2 | $556K | Sell |
8,399
-40
| -0.5% | -$2.65K | 0.02% | 427 |
|
|
2023
Q1 | $640K | Buy |
8,439
+38
| +0.5% | +$2.88K | 0.03% | 395 |
|
|
2022
Q4 | $643K | Sell |
8,401
-14
| -0.2% | -$1.07K | 0.03% | 390 |
|
|
2022
Q3 | $575K | Sell |
8,415
-53
| -0.6% | -$3.62K | 0.03% | 387 |
|
|
2022
Q2 | $687K | Buy |
8,468
+50
| +0.6% | +$4.06K | 0.03% | 373 |
|
|
2022
Q1 | $667K | Buy |
8,418
+423
| +5% | +$33.5K | 0.03% | 390 |
|
|
2021
Q4 | $643K | Buy |
7,995
+1,704
| +27% | +$137K | 0.03% | 385 |
|
|
2021
Q3 | $450K | Buy |
6,291
+1,256
| +25% | +$89.9K | 0.02% | 416 |
|
|
2021
Q2 | $368K | Buy |
5,035
+2,516
| +100% | +$184K | 0.02% | 444 |
|
|
2021
Q1 | $175K | Buy |
2,519
+2,485
| +7,309% | +$172K | 0.01% | 519 |
|
|
2020
Q4 | $2.33K | Sell |
34
-24
| -41% | -$1.64K | ﹤0.01% | 951 |
|
|
2020
Q3 | $3.71K | Hold |
58
| – | – | ﹤0.01% | 863 |
|
|
2020
Q2 | $3.86K | Buy |
58
+50
| +625% | +$3.32K | ﹤0.01% | 854 |
|
|
2020
Q1 | $465 | Sell |
8
-39
| -83% | -$2.27K | ﹤0.01% | 973 |
|
|
2019
Q4 | $3.68K | Buy |
+47
| New | +$3.68K | ﹤0.01% | 846 |
|