Sovereign Financial 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 | $269K | Sell |
|
|||||
|
2025
Q2 | $249K | Buy |
|
|||||
|
2025
Q1 | $251K | Sell |
|
|||||
|
2024
Q4 | $246K | Buy |
|
|||||
|
2024
Q3 | $277K | Buy |
|
|||||
|
2024
Q2 | $242K | Buy |
|
|||||
|
2024
Q1 | $247K | Sell |
|
|||||
|
2023
Q4 | $290K | Sell |
|
|||||
|
2023
Q3 | $242K | Sell |
|
|||||
|
2023
Q2 | $453K | Hold |
|
|||||
|
2023
Q1 | $519K | Hold |
|
|||||
|
2022
Q4 | $524K | Sell |
|
|||||
|
2022
Q3 | $475K | Buy |
|
|||||
|
2022
Q2 | $438K | Sell |
|
|||||
|
2022
Q1 | $429K | Buy |
|
|||||
|
2021
Q4 | $253K | Sell |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2021
Q2 | $243K | Hold |
|
|||||
|
2021
Q1 | $243K | Buy |
|
|||||
|
2020
Q4 | $217K | Buy |
|