Monterey Private Wealth’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
Q1 | $249K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $289K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $310K | Buy |
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