Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $118K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $94K | Buy |
|