Cetera Investment Advisers’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 | $17.3M | Sell |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $13.8M | Sell |
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|
2024
Q3 | $22.4M | Sell |
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|
2024
Q2 | $19.9M | Buy |
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|
2024
Q1 | $20.3M | Buy |
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|
2023
Q4 | $7.49M | Buy |
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|
2023
Q3 | $5.21M | Sell |
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|
2023
Q2 | $6.73M | Sell |
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|
2023
Q1 | $8.07M | Buy |
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|
2022
Q4 | $8.09M | Buy |
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|
2022
Q3 | $4.45M | Buy |
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|
2022
Q2 | $3.86M | Sell |
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|
2022
Q1 | $4.56M | Buy |
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $4.03M | Buy |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $3.47M | Buy |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $802K | Buy |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | $505K | Buy |
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|
2019
Q4 | $635K | Buy |
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|
2019
Q3 | $665K | Sell |
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|
2019
Q2 | $606K | Buy |
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|
2019
Q1 | $548K | Sell |
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|
2018
Q4 | $470K | Buy |
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|
2018
Q3 | $392K | Buy |
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