Chase Investment Counsel’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
2023
Q4
Sell
2023
Q3
$236K Sell
2023
Q2
$334K Buy
2023
Q1
$241K Buy
2022
Q4
$221K Sell
2022
Q3
$1.64M Sell
2022
Q2
$3.48M Buy
2022
Q1
$208K Sell
2021
Q4
$220K Buy