SageView Advisory Group’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 | $293K | Buy |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $839K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $422K | Buy |
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