RFG Advisory’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 | $435K | Sell |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $662K | Sell |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $620K | Buy |
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|
2020
Q4 | $507K | Sell |
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|
2020
Q3 | $605K | Sell |
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|
2020
Q2 | $744K | Buy |
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|
2020
Q1 | $482K | Sell |
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|
2019
Q4 | $738K | Sell |
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|
2019
Q3 | $834K | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $276K | Buy |
|