Capital Advisory Group Advisory Services’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 | $264K | Hold |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $230K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $23K | Buy |
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