BFSG LLC’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 | $181K | Sell |
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|
2025
Q2 | $175K | Buy |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $551 | Hold |
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|
2024
Q1 | $565 | Hold |
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|
2023
Q4 | $649 | Sell |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $676K | Buy |
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|
2019
Q2 | $597K | Buy |
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|
2019
Q1 | $527K | Sell |
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|
2018
Q4 | $822K | Buy |
|