Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $913K | Buy |
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|
2025
Q2 | $838K | Buy |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $987K | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $998K | Buy |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $506K | Sell |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $520K | Sell |
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|
2020
Q2 | $680K | Sell |
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|
2020
Q1 | $584K | Sell |
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|
2019
Q4 | $818K | Buy |
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|
2019
Q3 | $757K | Sell |
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|
2019
Q2 | $754K | Buy |
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|
2019
Q1 | $703K | Sell |
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|
2018
Q4 | $694K | Buy |
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|
2018
Q3 | $567K | Buy |
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|
2018
Q2 | $575K | Sell |
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|
2018
Q1 | $560K | Buy |
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|
2017
Q4 | $601K | Buy |
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|
2017
Q3 | $574K | Buy |
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|
2017
Q2 | $527K | Buy |
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|
2017
Q1 | $413K | Buy |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $226K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $252K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $231K | Sell |
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|
2015
Q1 | $268K | Buy |
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|
2014
Q4 | $214K | Buy |
|