Valeo Financial 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 | Buy |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $452K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $24K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $19K | Sell |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $84K | Buy |
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