Alpha Omega 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 | $3.29M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $967K | Sell |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $905K | Hold |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $871K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.41M | Hold |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.74M | Buy |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $5K | Buy |
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