Procyon 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 | $230K | Sell |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $3K | Buy |
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