Arete Wealth 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
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $945K | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.61B | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $354K | Sell |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $372K | Sell |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $446K | Sell |
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|
2019
Q1 | $438K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | $326K | Buy |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q4 | $213K | Sell |
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|
2017
Q3 | $216K | Buy |
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