Campbell Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $637K | Buy |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $421K | Hold |
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|
2019
Q2 | $382K | Hold |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $590K | Buy |
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