H&H Retirement Design & 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 | $340K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $327K | Hold |
|
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|
2024
Q2 | $325K | Hold |
|
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|
2024
Q1 | $309K | Hold |
|
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $395K | Sell |
|
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $377K | Hold |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q3 | $311K | Sell |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | $346K | Buy |
|