Clearstead Advisors’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 | $43.7K | Buy |
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|
2025
Q2 | $23.3K | Buy |
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|
2025
Q1 | $3.22K | Sell |
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|
2024
Q4 | $5.94K | Buy |
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|
2024
Q3 | $6.23K | Hold |
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|
2024
Q2 | $5.5K | Hold |
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|
2024
Q1 | $5.87K | Hold |
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|
2023
Q4 | $6.48K | Sell |
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|
2023
Q3 | $33.2K | Buy |
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|
2023
Q2 | $11.4K | Sell |
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|
2023
Q1 | $23.2K | Hold |
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|
2022
Q4 | $23.4K | Sell |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $15K | Buy |
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