Benjamin Edwards Inc’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 | $348K | Sell |
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|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $272K | Buy |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $50K | Sell |
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|
2024
Q1 | $52K | Sell |
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|
2023
Q4 | $168K | Sell |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $179K | Buy |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $129K | Buy |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q3 | $17K | Buy |
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