OneDigital Investment 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 | $336K | Sell |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $539K | Sell |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $241K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $246K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $21K | Hold |
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|
2018
Q1 | $20K | Buy |
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