Aurora Private Wealth’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 | $633K | Sell |
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|
2025
Q1 | $724K | Buy |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $872K | Sell |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $903K | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $1.52M | Buy |
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