Addison Advisors’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 | $74.3K | Sell |
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|
2025
Q2 | $70.9K | Hold |
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|
2025
Q1 | $71.7K | Hold |
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|
2024
Q4 | $61.9K | Hold |
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|
2024
Q3 | $70.8K | Hold |
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|
2024
Q2 | $62.5K | Sell |
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|
2024
Q1 | $65.1K | Sell |
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|
2023
Q4 | $82.9K | Sell |
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|
2023
Q3 | $76.4K | Hold |
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|
2023
Q2 | $95.4K | Hold |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $172K | Buy |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $57K | Buy |
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|
2020
Q4 | $54K | Buy |
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