MBM Wealth Consultants’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
$159 Buy
2023
Q2
Sell
2023
Q1
$207K Hold
2022
Q4
$140K Buy
2022
Q3
$88K Buy
2022
Q2
$76K Buy
2022
Q1
$71K Buy
2021
Q4
$51K Buy
2021
Q3
$29K Buy
2021
Q2
$23K Hold
2021
Q1
$22K Buy