Clearview Wealth 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
Q2 | $212K | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $333K | Buy |
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