Golden State 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
Q3 | $111K | Hold |
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|
2025
Q2 | $102K | Buy |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $88.4K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $143K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $204K | Sell |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $260K | Buy |
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