Accel Wealth 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
Q3 | $692K | Buy |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $626K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $630K | Sell |
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|
2023
Q3 | $527K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $171K | Hold |
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|
2022
Q4 | $173K | Hold |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $83K | Hold |
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|
2020
Q4 | $82K | Buy |
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