Paladin Advisory Group’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 | $14.9K | Hold |
|
|||||
|
2025
Q2 | $13.7K | Sell |
|
|||||
|
2025
Q1 | $37.7K | Hold |
|
|||||
|
2024
Q4 | $32.6K | Hold |
|
|||||
|
2024
Q3 | $37.3K | Hold |
|
|||||
|
2024
Q2 | $32.7K | Hold |
|
|||||
|
2024
Q1 | $33.5K | Hold |
|
|||||
|
2023
Q4 | $38.8K | Sell |
|
|||||
|
2023
Q3 | $32.3K | Hold |
|
|||||
|
2023
Q2 | $40.4K | Hold |
|
|||||
|
2023
Q1 | $46.3K | Buy |
|
|||||
|
2022
Q4 | – | Hold |
|
|||||
|
2022
Q3 | – | Hold |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $48K | Buy |
|
|||||
|
2021
Q4 | – | Hold |
|