Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $262K | Sell |
|
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|
2023
Q3 | $217K | Buy |
|
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|
2023
Q2 | $268K | Buy |
|
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $312K | Buy |
|