Kerntke Otto McGlone Wealth Management 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
Q2 | $438K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $469K | Sell |
|
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|
2024
Q2 | $429K | Buy |
|
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|
2024
Q1 | $437K | Sell |
|
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|
2023
Q4 | $513K | Buy |
|
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|
2023
Q3 | $357K | Buy |
|
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $491K | Buy |
|
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|
2022
Q4 | $490K | Buy |
|
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|
2022
Q3 | $435K | Sell |
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $655K | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $1.89M | Buy |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $2.09M | Buy |
|