D.B. Root & Company’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 | $255K | Buy |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $910K | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.68M | Buy |
|
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $574K | Buy |
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|
2020
Q2 | $591K | Sell |
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|
2020
Q1 | $544K | Sell |
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|
2019
Q4 | $960K | Sell |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.71M | Sell |
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|
2018
Q4 | $1.47M | Buy |
|