Legacy Capital Wealth Partners’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
$693K Sell
2025
Q1
$715K Buy
2024
Q4
$614K Buy
2024
Q3
$567K Buy
2024
Q2
$416K Buy
2024
Q1
Sell
2023
Q4
$217K Buy
2023
Q2
Sell
2023
Q1
$259K Buy