Rise 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 | $116K | Buy |
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|
2025
Q2 | $107K | Buy |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $103K | Buy |
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|
2024
Q3 | $117K | Buy |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $85.2K | Sell |
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|
2023
Q3 | $70.9K | Buy |
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|
2023
Q2 | $88.4K | Buy |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $91.7K | Buy |
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