NewEdge 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
Q3 | $525K | Buy |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $618K | Buy |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $770K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $415K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Sell |
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|
2018
Q2 | $262 | Sell |
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|
2018
Q1 | $659K | Buy |
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|
2017
Q4 | $613K | Buy |
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|
2017
Q3 | $590K | Buy |
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|
2017
Q2 | $551K | Buy |
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|
2017
Q1 | $397K | Buy |
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|
2016
Q4 | $335K | Buy |
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