Oak Harvest Investment Services’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
2023
Q3
Sell
2023
Q2
$3.95M Sell
2023
Q1
$6.26M Buy
2022
Q4
$6.19M Buy
2022
Q3
$5.23M Sell
2022
Q2
$6.38M Buy
2022
Q1
$5.51M Buy
2021
Q4
$1.31M Sell
2021
Q3
$1.23M Sell
2021
Q2
$1.25M Sell
2021
Q1
$1.19M Buy
2020
Q4
$1.17M Buy