Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14K | Buy |
|