Wellington Shields & Co’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
Q3 | $601K | Sell |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $905K | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $1.47M | Hold |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $1.2M | Sell |
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|
2018
Q2 | $1.86M | Sell |
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|
2018
Q1 | $2.07M | Sell |
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|
2017
Q4 | $2.43M | Sell |
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|
2017
Q3 | $2.51M | Buy |
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|
2017
Q2 | $2.45M | Sell |
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|
2017
Q1 | $2.32M | Sell |
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|
2016
Q4 | $2.22M | Buy |
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|
2016
Q3 | $2.33M | Buy |
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|
2016
Q2 | $1.84M | Buy |
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|
2016
Q1 | $1.19M | Buy |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $963K | Sell |
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|
2015
Q2 | $1.11M | Sell |
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|
2015
Q1 | $1.41M | Buy |
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|
2014
Q4 | $1.44M | Sell |
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|
2014
Q3 | $1.32M | Buy |
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|
2014
Q2 | $1.33M | Buy |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $1.05M | Buy |
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|
2013
Q3 | $1.06M | Sell |
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|
2013
Q2 | $1.13K | Buy |
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