True North Advisors’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 | $382K | Sell |
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|
2025
Q2 | $365K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $460K | Buy |
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