Round Rock 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 | $516K | Buy |
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|
2025
Q2 | $459K | Buy |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $499K | Hold |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $273K | Buy |
|