AllSquare 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
Q2 | $152K | Hold |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $138K | Hold |
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|
2024
Q3 | $158K | Hold |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $143K | Hold |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $197K | Buy |
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|
2022
Q4 | $180K | Hold |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $186K | Hold |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $168K | Hold |
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|
2021
Q2 | $172K | Hold |
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|
2021
Q1 | $163K | Hold |
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|
2020
Q4 | $162K | Hold |
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|
2020
Q3 | $150K | Hold |
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|
2020
Q2 | $156K | Sell |
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|
2020
Q1 | $139K | Hold |
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|
2019
Q4 | $192K | Hold |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $204K | Hold |
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|
2018
Q4 | $170K | Hold |
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|
2018
Q3 | $167K | Buy |
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|
2018
Q2 | $159K | Buy |
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|
2018
Q1 | $105K | Sell |
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|
2017
Q4 | $138K | Hold |
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|
2017
Q3 | $135K | Hold |
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|
2017
Q2 | $132K | Hold |
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|
2017
Q1 | $124K | Hold |
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|
2016
Q4 | $118K | Hold |
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|
2016
Q3 | $129K | Hold |
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|
2016
Q2 | $139K | Buy |
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|
2016
Q1 | $112K | Hold |
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|
2015
Q4 | $106K | Buy |
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|
2015
Q3 | $58K | Buy |
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