North Star Investment Management’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 | $84.4K | Hold |
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|
2025
Q2 | $77.9K | Sell |
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|
2025
Q1 | $91.4K | Buy |
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|
2024
Q4 | $73.4K | Sell |
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|
2024
Q3 | $153K | Sell |
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|
2024
Q2 | $148K | Buy |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $158K | Buy |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $103K | Buy |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $53K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Buy |
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