Dynamic Advisor Solutions’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 | $486K | Buy |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $889K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $797K | Sell |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $215K | Buy |
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