Bell Investment 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 | $7.17K | Hold |
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|
2025
Q1 | $7.26K | Sell |
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|
2024
Q4 | $7.03K | Buy |
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|
2024
Q3 | $7.73K | Hold |
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|
2024
Q2 | $6.83K | Sell |
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|
2024
Q1 | $7.51K | Hold |
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|
2023
Q4 | $8.62K | Sell |
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|
2023
Q3 | $12.3K | Buy |
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|
2023
Q2 | $8.99K | Buy |
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|
2023
Q1 | $8.6K | Sell |
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|
2022
Q4 | $9.69K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2021
Q4 | $13K | Sell |
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|
2021
Q3 | $16K | Buy |
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