IAG Wealth Partners’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 | $156K | Buy |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $127K | Sell |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $157K | Buy |
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|
2024
Q1 | $152K | Buy |
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|
2023
Q4 | $168K | Sell |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $174K | Sell |
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|
2021
Q3 | $170K | Sell |
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|
2021
Q2 | $183K | Sell |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $147K | Sell |
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|
2019
Q4 | $231K | Buy |
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