Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | $198K | Sell |
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|
2019
Q4 | $496K | Buy |
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|
2019
Q3 | $82K | Sell |
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|
2019
Q2 | $463K | Sell |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $85K | Buy |
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