Retirement Planning Company of New England’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 | $432K | Sell |
|
|||||
|
2025
Q2 | $399K | Buy |
|
|||||
|
2025
Q1 | $393K | Buy |
|
|||||
|
2024
Q4 | $333K | Buy |
|
|||||
|
2024
Q3 | $284K | Sell |
|
|||||
|
2024
Q2 | $319K | Sell |
|
|||||
|
2024
Q1 | $347K | Buy |
|
|||||
|
2023
Q4 | $335K | Buy |
|
|||||
|
2023
Q3 | $264K | Buy |
|
|||||
|
2023
Q2 | $315K | Buy |
|
|||||
|
2023
Q1 | $353K | Buy |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $301K | Buy |
|
|||||
|
2022
Q2 | $357K | Buy |
|
|||||
|
2022
Q1 | $347K | Buy |
|
|||||
|
2021
Q4 | $352K | Buy |
|