Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $829K | Buy |
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|
2025
Q1 | $85.8K | Buy |
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|
2024
Q2 | $74.8K | Sell |
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|
2024
Q1 | $165K | Buy |
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|
2023
Q4 | $88.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.1K | Sell |
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|
2022
Q2 | $2.58K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $32 | Sell |
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|
2019
Q4 | $86K | Sell |
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|
2019
Q3 | $15K | Sell |
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|
2019
Q2 | $24K | Buy |
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|
2019
Q1 | $14K | Buy |
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