M Holdings Securities’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
Q1 | – | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q2 | $2.68M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $289K | Buy |
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|
2015
Q2 | $265K | Buy |
|