Arkadios 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
Q3 | $2.46M | Buy |
|
|||||
|
2025
Q2 | $2.24M | Buy |
|
|||||
|
2025
Q1 | $2.24M | Buy |
|
|||||
|
2024
Q4 | $1.66M | Buy |
|
|||||
|
2024
Q3 | $1.18M | Buy |
|
|||||
|
2024
Q2 | $852K | Buy |
|
|||||
|
2024
Q1 | $583K | Buy |
|
|||||
|
2023
Q4 | $666K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $250K | Sell |
|
|||||
|
2023
Q1 | $365K | Sell |
|
|||||
|
2022
Q4 | $694K | Sell |
|
|||||
|
2022
Q3 | $667K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $214K | Sell |
|
|||||
|
2021
Q4 | $348K | Buy |
|
|||||
|
2021
Q3 | $264K | Sell |
|
|||||
|
2021
Q2 | $411K | Buy |
|
|||||
|
2021
Q1 | $349K | Buy |
|
|||||
|
2020
Q4 | $56K | Buy |
|