Wealthstar 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
Q2 | $954K | Sell |
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|
2025
Q1 | $966K | Sell |
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|
2024
Q4 | $863K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $2.12M | Sell |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $2M | Buy |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $2.67M | Sell |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $2.89M | Sell |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $2.44M | Buy |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $1.56M | Sell |
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|
2018
Q1 | $1.48M | Buy |
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