Concord Wealth Partners’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 | $128K | Buy |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $97.5K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $134K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $597K | Hold |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $693K | Sell |
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|
2021
Q4 | $723K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $668K | Sell |
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|
2020
Q4 | $1.5M | Buy |
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