Allworth Financial’s W.P. Carey WPC Stock Holding History

Allworth Financial’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.21M	Sell
2025 Q1	$8M	Sell
2024 Q4	$7.53M	Buy
2024 Q3	$8.46M	Buy
2024 Q2	$6.87M	Buy
2024 Q1	$6.52M	Buy
2023 Q4	$7M	Sell
2023 Q3	$6.15M	Sell
2023 Q2	$7.71M	Sell
2023 Q1	$9.12M	Buy
2022 Q4	$8.93M	Buy
2022 Q3	$7.21M	Buy
2022 Q2	$8.3M	Sell
2022 Q1	$8.16M	Buy
2021 Q4	$7.97M	Sell
2021 Q3	$7.57M	Buy
2021 Q2	$7.69M	Sell
2021 Q1	$9.01M	Buy
2020 Q4	$8.71M	Buy
2020 Q3	$7.58M	Buy
2020 Q2	$7.78M	Buy
2020 Q1	$237K	Buy
2019 Q4	$255K	Buy
2019 Q3	$284K	Buy
2019 Q2	–	Hold
2019 Q1	–	Hold
2018 Q4	–	Hold
2018 Q3	–	Hold
2018 Q2	–	Hold
2018 Q1	–	Hold
2017 Q4	–	Hold
2017 Q3	–	Hold
2017 Q2	–	Hold
2017 Q1	–	Hold
2016 Q4	–	Hold
2016 Q3	–	Hold
2016 Q2	–	Hold
2016 Q1	–	Hold
2015 Q4	–	Hold
2015 Q3	–	Hold
2015 Q2	–	Hold
2015 Q1	–	Hold