Investmark Advisory Group’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 | $2.39M | Buy |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2.14M | Buy |
|
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.16M | Buy |
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|
2021
Q4 | $2.05M | Buy |
|