Flagship Private Wealth’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 | $323K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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