Harbor Investment 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 | $1.16M | Buy |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $968K | Buy |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $974K | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $956K | Buy |
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|
2021
Q2 | $973K | Buy |
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|
2021
Q1 | $894K | Buy |
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|
2020
Q4 | $680K | Buy |
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|
2020
Q3 | $603K | Sell |
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|
2020
Q2 | $632K | Buy |
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|
2020
Q1 | $542K | Sell |
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|
2019
Q4 | $749K | Buy |
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