Focus Partners 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
Q3
$4.67M Sell
2025
Q2
$4.32M Buy
2025
Q1
$4.07M Sell
2024
Q4
$4.59M Sell
2024
Q3
$5.95M Buy
2024
Q2
$278K Buy
2024
Q1
$274K Buy
2023
Q4
$307K Buy