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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.61M | Buy |
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|
2025
Q4 | $8.83M | Buy |
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|
2025
Q3 | $9.12M | Buy |
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|
2025
Q2 | $8.23M | Buy |
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|
2025
Q1 | $7.29M | Buy |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $177K | Buy |
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