Summit Securities 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
Q2 | – | Sell |
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|
2025
Q1 | $50.5K | Buy |
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|
2024
Q4 | $27.2K | Sell |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $957K | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $0 | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $39K | Buy |
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