OneAscent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $231K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $216K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $264K | Hold |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $318K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $340K | Buy |
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