Colonial Trust’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 | $434K | Sell |
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|
2025
Q2 | $447K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.33M | Buy |
|