Diversify Advisory Services’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
$1.73M Buy
2024
Q4
Sell
2024
Q3
$222K Sell
2024
Q2
$270K Sell
2024
Q1
$277K Buy