Midcap Stock Portfolio WPC Holdings History
Midcap Stock Portfolio's W.P. Carey Inc Holding Summary
As of 2025-03-31, BNY MELLON INVESTMENT PORTFOLIOS held 16,682.00 shares of W.P. Carey Inc(WPC), totaling $1.05 Mil. This investment constitutes 0.73% of their stock portfolio, and BNY MELLON INVESTMENT PORTFOLIOS now holds 0.01% of the outstanding W.P. Carey Inc(WPC) stock.
The initial trade took place in 2021Q1. And since then Midcap Stock Portfolio has made 2 purchases of WPC, at an average price of $61.10, for a total of 20,992.00 shares. In addition, there have been 1 sales at an average price of $74.65 for 4,310.00 shares. Based on historical transaction data and WPC's current price of $61.69, Midcap Stock Portfolio's estimated gain on his WPC holdings is $68,297.70, reflecting a 5.33% gain to date.
Midcap Stock Portfolio WPC ($61.69) Holding Chart
Midcap Stock Portfolio WPC ($61.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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