Advisornet Financial’s W.P. Carey WPC Stock Holding History

Advisornet Financial’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$123K	Buy	1,965 +23	+1%	+$1.44K	0.01%	703
2025 Q1	$123K	Sell	1,942 -6	-0.3%	-$379	0.01%	665
2024 Q4	$106K	Sell	1,948 -250	-11%	-$13.6K	0.01%	669
2024 Q3	$137K	Buy	2,198 +1,367	+165%	+$85.2K	0.01%	613
2024 Q2	$45.7K	Buy	831 +44	+6%	+$2.42K	﹤0.01%	845
2024 Q1	$44.4K	Sell	787 -51,054	-98%	-$2.88M	﹤0.01%	843
2023 Q4	$3.36M	Sell	51,841 -8,189	-14%	-$531K	0.31%	75
2023 Q3	$3.18M	Sell	60,030 -1,463	-2%	-$77.5K	0.29%	83
2023 Q2	$4.07M	Buy	61,493 +2,130	+4%	+$141K	0.35%	75
2023 Q1	$4.5M	Buy	59,363 +1,796	+3%	+$136K	0.41%	54
2022 Q4	$4.41M	Buy	57,567 +942	+2%	+$72.1K	0.43%	52
2022 Q3	$3.87M	Buy	56,625 +2,096	+4%	+$143K	0.39%	60
2022 Q2	$4.43M	Buy	54,529 +1,425	+3%	+$116K	0.43%	54
2022 Q1	$4.21M	Sell	53,104 -1,936	-4%	-$153K	0.26%	88
2021 Q4	$4.42M	Buy	55,040 +8,742	+19%	+$703K	0.27%	89
2021 Q3	$3.31M	Buy	46,298 +17,453	+61%	+$1.25M	0.23%	98
2021 Q2	$2.11M	Buy	28,845 +2,820	+11%	+$206K	0.14%	148
2021 Q1	$1.8M	Buy	26,025 +3,595	+16%	+$249K	0.13%	164
2020 Q4	$1.55M	Buy	22,430 +4,199	+23%	+$290K	0.13%	160
2020 Q3	$1.16M	Sell	18,231 -2,073	-10%	-$132K	0.1%	191
2020 Q2	$1.35M	Sell	20,304 -130	-0.6%	-$8.61K	0.11%	177
2020 Q1	$1.16M	Buy	20,434 +11,864	+138%	+$675K	0.11%	168
2019 Q4	$672K	Buy	8,570 +3,028	+55%	+$237K	0.06%	290
2019 Q3	$486K	Sell	5,542 -710	-11%	-$62.3K	0.04%	335
2019 Q2	$497K	Buy	6,252 +781	+14%	+$62.1K	0.06%	300
2019 Q1	$420K	Sell	5,471 -7,344	-57%	-$564K	0.05%	301
2018 Q4	$820K	Buy	12,815 +12,691	+10,235%	+$812K	0.11%	183
2018 Q3	$8K	Hold	124	–	–	﹤0.01%	1201
2018 Q2	$8K	Buy	+124	New	+$8K	﹤0.01%	1211
2018 Q1	–	Sell	-5,521	Closed	-$373K	–	1470
2017 Q4	$373K	Buy	+5,521	New	+$373K	0.06%	243