Daymark 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
Q3 | $322K | Buy |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $602K | Hold |
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|
2022
Q4 | $608K | Buy |
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