Old Port 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 | $640K | Hold |
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|
2025
Q2 | $591K | Sell |
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|
2025
Q1 | $615K | Buy |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $819K | Sell |
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|
2022
Q2 | $917K | Sell |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $912K | Buy |
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|
2021
Q3 | $820K | Sell |
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|
2021
Q2 | $870K | Sell |
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|
2021
Q1 | $900K | Sell |
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|
2020
Q4 | $956K | Sell |
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|
2020
Q3 | $981K | Buy |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | $813K | Buy |
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|
2019
Q4 | $990K | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $929K | Buy |
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|
2019
Q1 | $841K | Sell |
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|
2018
Q4 | $800K | Buy |
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|
2018
Q2 | $740K | Buy |
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