PSI 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 | – | Sell |
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|
2025
Q1 | $44.7K | Sell |
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|
2024
Q4 | $38.6K | Hold |
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|
2024
Q3 | $44.1K | Hold |
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|
2024
Q2 | $39K | Sell |
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|
2024
Q1 | $104K | Sell |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $147K | Buy |
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|
2023
Q2 | $183K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $102K | Sell |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $110K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $99K | Buy |
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