Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $266K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $316K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $209K | Buy |
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