Clear Creek Financial 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 | $253K | Hold |
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|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $490K | Hold |
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|
2024
Q1 | $503K | Hold |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $719K | Buy |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $902K | Buy |
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