Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21K | Sell |
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|
2025
Q4 | $22.2K | Buy |
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|
2025
Q3 | $7.57K | Sell |
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|
2025
Q2 | $54.3K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $30 | Hold |
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|
2019
Q2 | $27K | Sell |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $65K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $21K | Buy |
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