Colonial Trust 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 | $1.08M | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $2.13M | Sell |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $3.4M | Sell |
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|
2023
Q2 | $4.27M | Sell |
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|
2023
Q1 | $4.97M | Buy |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $4.06M | Buy |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $1.83M | Buy |
|