Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $203K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $322K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $224K | Buy |
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