SOA Wealth 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 | $164K | Buy |
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|
2025
Q2 | $151K | Buy |
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|
2025
Q1 | $150K | Buy |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q3 | $146K | Buy |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $4.8M | Sell |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $5.83M | Sell |
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|
2023
Q1 | $6.86M | Sell |
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|
2022
Q4 | $6.93M | Sell |
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|
2022
Q3 | $6.33M | Buy |
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|
2022
Q2 | $4.33M | Sell |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.3M | Sell |
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|
2021
Q3 | $3.84M | Buy |
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|
2021
Q2 | $3.89M | Sell |
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|
2021
Q1 | $4.06M | Sell |
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|
2020
Q4 | $4.04M | Buy |
|