Chicago Partners Investment Group’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 | $284K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $257K | Hold |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $198K | Hold |
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|
2017
Q3 | $194K | Buy |
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|
2017
Q2 | $146K | Sell |
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|
2017
Q1 | $179K | Buy |
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|
2016
Q4 | $83K | Hold |
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|
2016
Q3 | $90K | Hold |
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|
2016
Q2 | $97K | Hold |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $82K | Hold |
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|
2015
Q3 | $81K | Sell |
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|
2015
Q2 | $177K | Buy |
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|
2015
Q1 | $95K | Sell |
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|
2014
Q4 | $98K | Buy |
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