Pin Oak 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 | $41.1K | Hold |
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|
2025
Q2 | $37K | Hold |
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|
2025
Q1 | $38K | Sell |
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|
2024
Q4 | $131K | Hold |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $116K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $138K | Sell |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $164K | Hold |
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|
2022
Q3 | $147K | Hold |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $121K | Hold |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $148K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $142K | Hold |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $331K | Hold |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $112K | Hold |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $120K | Buy |
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