Cornerstone Planning 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
$7.42K Sell
2025
Q2
$8.26K Sell
2025
Q1
$17.8K Buy
2024
Q4
$9.02K Buy
2024
Q3
$8.29K Sell
2024
Q2
$9.92K Sell
2024
Q1
$10.7K Sell
2023
Q4
$13.1K Sell
2023
Q3
$19.7K Sell
2023
Q2
$38.8K Buy
2022
Q4
$43.3K Buy