NewSquare Capital’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 | $4.64M | Buy |
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|
2025
Q2 | $4.27M | Buy |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $4.1M | Buy |
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|
2024
Q2 | $14.1K | Sell |
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|
2024
Q1 | $16.6K | Sell |
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|
2023
Q4 | $54.6K | Sell |
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|
2023
Q3 | $60.9K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $6.36M | Buy |
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|
2022
Q4 | $5.92M | Buy |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $5.39M | Buy |
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|
2022
Q1 | $4.68M | Buy |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $3.32M | Buy |
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|
2021
Q2 | $3.28M | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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