Cooper Financial Group’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 | $796K | Sell |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $888K | Buy |
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|
2022
Q4 | $882K | Sell |
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|
2022
Q3 | $875K | Buy |
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|
2022
Q2 | $977K | Buy |
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|
2022
Q1 | $945K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $992K | Buy |
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|
2021
Q2 | $987K | Buy |
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|
2021
Q1 | $847K | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $641K | Sell |
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|
2019
Q1 | $624K | Buy |
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|
2018
Q4 | $392K | Buy |
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