Impact Partnership Wealth’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
Sell
2025
Q1
$433K Sell
2024
Q4
$452K Buy
2024
Q3
$499K Buy
2024
Q2
Sell
2024
Q1
$379K Buy
2023
Q4
Sell
2023
Q3
$56.5K Buy