Van Hulzen Asset Management’s W.P. Carey WPC Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell
2024 Q4	$88.5K	Buy
2023 Q3	–	Sell
2023 Q2	$260K	Sell
2023 Q1	$311K	Sell
2022 Q4	$329K	Hold
2022 Q3	$294K	Buy
2022 Q2	$249K	Buy
2022 Q1	$223K	Hold
2021 Q4	$226K	Sell
2021 Q3	$260K	Buy
2021 Q2	$258K	Hold
2021 Q1	$244K	Hold
2020 Q4	$244K	Hold
2020 Q3	$225K	Hold
2020 Q2	$234K	Hold
2020 Q1	$201K	Hold
2019 Q4	$277K	Sell
2019 Q3	$345K	Sell
2019 Q2	$329K	Sell
2019 Q1	$349K	Sell
2018 Q4	$304K	Buy
2018 Q3	$283K	Sell
2018 Q2	$309K	Sell
2018 Q1	$316K	Sell
2017 Q4	$354K	Hold
2017 Q3	$346K	Buy