Basepoint Wealth LLC’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 | $346K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $342K | Buy |
|
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $301K | Buy |
|
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $270K | Buy |
|