Naviter 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
Q3 | $1.21M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $877K | Sell |
|
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $725K | Buy |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $365K | Buy |
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