Wealthfront Advisers’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
Q2 | $6.28M | Buy |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $4.15M | Buy |
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|
2024
Q3 | $4.55M | Buy |
|
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|
2024
Q2 | $3.05M | Buy |
|
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|
2024
Q1 | $2.35M | Buy |
|
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|
2023
Q4 | $2.1M | Sell |
|
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.67M | Buy |
|
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|
2023
Q1 | $1.92M | Buy |
|
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $2M | Buy |
|
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $400K | Buy |
|