JP Morgan Private Wealth Advisors’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
2023
Q3
$2.17M Sell
2023
Q2
$3.08M Sell
2023
Q1
$7.73M Buy
2022
Q4
$6.69M Sell
2022
Q3
$6.64M Buy
2022
Q2
$7.31M Buy
2022
Q1
$5.13M Buy
2021
Q4
$3.38M Buy
2021
Q3
$2.57M Buy
2021
Q2
$2.26M Buy
2021
Q1
$1.54M Buy
2020
Q4
$1.45M Sell
2020
Q3
$1.59M Buy
2020
Q2
$1.44M Buy
2020
Q1
$962K Buy
2019
Q4
$804K Buy
2019
Q3
$708K Buy
2019
Q2
$550K Sell
2019
Q1
$831K Sell
2018
Q4
$703K Sell
2018
Q3
$1.9M Buy
2018
Q2
$1.77M Buy