Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.46M | Buy |
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|
2025
Q4 | $1.37M | Sell |
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|
2025
Q3 | $1.5M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $406K | Buy |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $361K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $355K | Buy |
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