Tortoise Investment Management’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 | $44.2K | Buy |
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|
2025
Q1 | $44K | Hold |
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|
2024
Q4 | $38K | Hold |
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|
2024
Q3 | $43.4K | Hold |
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|
2024
Q2 | $38.4K | Hold |
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|
2024
Q1 | $39.3K | Hold |
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|
2023
Q4 | $45.2K | Sell |
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|
2023
Q3 | $37.7K | Hold |
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|
2023
Q2 | $47.1K | Hold |
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|
2023
Q1 | $54K | Hold |
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|
2022
Q4 | $54.5K | Buy |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $37K | Sell |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $45K | Sell |
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|
2017
Q4 | $86K | Sell |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $102K | Sell |
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|
2017
Q1 | $111K | Hold |
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|
2016
Q4 | $105K | Hold |
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|
2016
Q3 | $115K | Sell |
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|
2016
Q2 | $132K | Hold |
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|
2016
Q1 | $118K | Sell |
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|
2015
Q4 | $292K | Hold |
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|
2015
Q3 | $286K | Hold |
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|
2015
Q2 | $292K | Sell |
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|
2015
Q1 | $454K | Buy |
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|
2014
Q4 | $36K | Buy |
|