Greenleaf Trust’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 | $287K | Buy |
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|
2025
Q2 | $262K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $315K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $388K | Hold |
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|
2019
Q2 | $352K | Buy |
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|
2019
Q1 | $333K | Buy |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $273K | Sell |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $318K | Hold |
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|
2017
Q3 | $311K | Buy |
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