U.S. Capital Wealth 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
$9.12M Buy
2025
Q2
$8.23M Buy
2025
Q1
$7.29M Buy
2024
Q4
$2.67M Buy
2024
Q1
Sell
2023
Q4
$218K Buy
2023
Q3
Sell
2023
Q2
$251K Buy
2023
Q1
Sell
2022
Q4
$177K Buy