Perennial 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
Q2 | $335K | Sell |
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2025
Q1 | $342K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | $217K | Buy |
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