Sound Income Strategies’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 | $210K | Sell |
|
|||||
|
2025
Q2 | $242K | Sell |
|
|||||
|
2025
Q1 | $258K | Sell |
|
|||||
|
2024
Q4 | $229K | Sell |
|
|||||
|
2024
Q3 | $303K | Sell |
|
|||||
|
2024
Q2 | $271K | Sell |
|
|||||
|
2024
Q1 | $295K | Buy |
|
|||||
|
2023
Q4 | $330K | Sell |
|
|||||
|
2023
Q3 | $296K | Buy |
|
|||||
|
2023
Q2 | $292K | Buy |
|
|||||
|
2023
Q1 | $227K | Buy |
|
|||||
|
2022
Q4 | $145K | Buy |
|
|||||
|
2022
Q3 | $113K | Sell |
|
|||||
|
2022
Q2 | $135K | Buy |
|
|||||
|
2022
Q1 | $110K | Sell |
|
|||||
|
2021
Q4 | $113K | Sell |
|
|||||
|
2021
Q3 | $105K | Buy |
|
|||||
|
2021
Q2 | $107K | Buy |
|
|||||
|
2021
Q1 | $93.8K | Sell |
|
|||||
|
2020
Q4 | $119K | Buy |
|
|||||
|
2020
Q3 | $110K | Buy |
|
|||||
|
2020
Q2 | $98K | Sell |
|
|||||
|
2020
Q1 | $87K | Buy |
|
|||||
|
2019
Q4 | $29K | Hold |
|
|||||
|
2019
Q3 | $33K | Sell |
|
|||||
|
2019
Q2 | $79K | Hold |
|
|||||
|
2019
Q1 | $76K | Buy |
|
|||||
|
2018
Q4 | $58K | Buy |
|
|||||
|
2018
Q3 | $6K | Hold |
|
|||||
|
2018
Q2 | $6K | Buy |
|
|||||
|
2018
Q1 | $5K | Sell |
|
|||||
|
2017
Q4 | $2.34M | Buy |
|