Kestra Advisory Services’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
$8.51M Buy
2025
Q2
$4.84M Sell
2025
Q1
$4.95M Buy
2024
Q4
$4.27M Buy
2024
Q3
$267K Sell
2024
Q2
$5.59M Buy
2024
Q1
$5.49M Buy
2023
Q4
$852K Buy
2023
Q1
Sell
2022
Q4
$207K Buy