FSA Wealth 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
Q2 | $81K | Hold |
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|
2025
Q1 | $81.9K | Hold |
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|
2024
Q4 | $70.7K | Hold |
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|
2024
Q3 | $80.9K | Buy |
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|
2024
Q1 | $5.3K | Hold |
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|
2023
Q4 | $6K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $24K | Buy |
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