International Assets Investment 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
Q3 | $420K | Hold |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $6.54K | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $487 | Buy |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $856K | Buy |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $284K | Buy |
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