HBW Advisory Services’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
Q4 | – | Sell |
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|
2025
Q3 | $242K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $32.1K | Sell |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $2.16M | Hold |
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|
2023
Q4 | $2.16M | Sell |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $242K | Buy |
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