Bogart Wealth 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 | $6.76K | Hold |
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|
2025
Q2 | $6.24K | Hold |
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|
2025
Q1 | $6.31K | Hold |
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|
2024
Q4 | $5.45K | Hold |
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|
2024
Q3 | $6.23K | Hold |
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|
2024
Q2 | $5.5K | Hold |
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|
2024
Q1 | $5.64K | Hold |
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|
2023
Q4 | $6.48K | Buy |
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|
2023
Q3 | $919 | Hold |
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|
2023
Q2 | $1.15K | Hold |
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|
2023
Q1 | $1.32K | Hold |
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|
2022
Q4 | $1.33K | Hold |
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|
2022
Q3 | $1K | Buy |
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