Spire Wealth Management’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 | $156K | Sell |
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|
2025
Q2 | $187K | Sell |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $134K | Sell |
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|
2023
Q3 | $110K | Sell |
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|
2023
Q2 | $144K | Buy |
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|
2023
Q1 | $164K | Buy |
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|
2022
Q4 | $55K | Buy |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $129K | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $266K | Buy |
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