Prime Capital 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 | $377K | Sell |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $285K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $51K | Hold |
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|
2017
Q4 | $57K | Buy |
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