Founders Financial Alliance’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 | $847K | Buy |
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|
2025
Q2 | $778K | Sell |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $726K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $866K | Sell |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $910K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $961K | Buy |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $688K | Buy |
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|
2020
Q3 | $511K | Buy |
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