First National Trust’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 | – | Sell |
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|
2025
Q2 | $601K | Hold |
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|
2025
Q1 | $608K | Hold |
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|
2024
Q4 | $525K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $543K | Hold |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $521K | Hold |
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|
2023
Q2 | $650K | Hold |
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|
2023
Q1 | $746K | Hold |
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|
2022
Q4 | $752K | Hold |
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|
2022
Q3 | $672K | Sell |
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|
2022
Q2 | $803K | Hold |
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|
2022
Q1 | $784K | Hold |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $703K | Hold |
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|
2021
Q2 | $718K | Hold |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $360K | Buy |
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