Rothschild Investment 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 | $749 | Buy |
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|
2025
Q1 | $631 | Hold |
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|
2024
Q4 | $545 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $235K | Sell |
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|
2017
Q1 | $328K | Buy |
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|
2016
Q4 | $293K | Sell |
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|
2016
Q3 | $340K | Sell |
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|
2016
Q2 | $501K | Buy |
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|
2016
Q1 | $390K | Buy |
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|
2015
Q4 | $299K | Hold |
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|
2015
Q3 | $293K | Hold |
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|
2015
Q2 | $299K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $201K | Buy |
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