V Wealth Advisors’s W.P. Carey WPC Stock Holding History

V Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.39M	Sell
2023 Q1	$1.66M	Sell
2022 Q4	$1.93M	Sell
2022 Q3	$2.21M	Buy
2022 Q2	$1.93M	Buy
2022 Q1	$1.53M	Sell
2021 Q4	$1.59M	Sell
2021 Q3	$1.55M	Buy
2021 Q2	$1.52M	Buy
2021 Q1	$1.38M	Sell
2020 Q4	$1.41M	Buy
2020 Q3	–	Sell
2020 Q2	$1.41M	Sell
2020 Q1	$1.24M	Buy
2019 Q4	$1.57M	Hold
2019 Q3	$1.57M	Buy
2019 Q2	–	Sell
2019 Q1	$247K	Sell
2018 Q4	$277K	Buy
2017 Q3	–	Sell
2017 Q2	$47K	Buy