CarsonAllaria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Sell |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $591K | Buy |
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