Cary Street Partners Investment Advisory’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
Q2 | $87.6K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $48.7K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $195K | Hold |
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|
2022
Q2 | $231K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $135K | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $128K | Buy |
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