Mutual Advisors’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 | $1.47M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $4.57M | Sell |
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|
2023
Q1 | $6.48M | Sell |
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|
2022
Q4 | $6.56M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $5.2M | Sell |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $4.97M | Buy |
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|
2021
Q3 | $4.35M | Buy |
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|
2021
Q2 | $4.11M | Buy |
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|
2021
Q1 | $3.7M | Buy |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $3.19M | Sell |
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|
2020
Q2 | $4.32M | Buy |
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|
2020
Q1 | $3.65M | Sell |
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|
2019
Q4 | $7.3M | Sell |
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|
2019
Q3 | $8.59M | Sell |
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|
2019
Q2 | $8.01M | Buy |
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|
2019
Q1 | $7.64M | Buy |
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|
2018
Q4 | $5.33M | Buy |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.43M | Buy |
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|
2017
Q4 | $1.52M | Buy |
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