GoalVest Advisory’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 | $15K | Hold |
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|
2025
Q2 | $13.8K | Hold |
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|
2025
Q1 | $14K | Hold |
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|
2024
Q4 | $12.1K | Sell |
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|
2024
Q3 | $35.6K | Sell |
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|
2024
Q2 | $183K | Buy |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $41K | Sell |
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $873K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $716K | Buy |
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