Physician Wealth 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 | $250K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $199K | Hold |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $578K | Hold |
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|
2022
Q4 | $676K | Hold |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $372K | Hold |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $321K | Hold |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $397K | Buy |
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