Advisornet Financial’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 | $134K | Buy |
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|
2025
Q2 | $123K | Buy |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $45.7K | Buy |
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|
2024
Q1 | $44.4K | Sell |
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|
2023
Q4 | $3.36M | Sell |
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|
2023
Q3 | $3.18M | Sell |
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|
2023
Q2 | $4.07M | Buy |
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|
2023
Q1 | $4.5M | Buy |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | $3.87M | Buy |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $4.21M | Sell |
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|
2021
Q4 | $4.42M | Buy |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $672K | Buy |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $497K | Buy |
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|
2019
Q1 | $420K | Sell |
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|
2018
Q4 | $820K | Buy |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $373K | Buy |
|