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AllSquare Wealth Management’s W.P. Carey WPC Stock Holding History

AllSquare Wealth Management’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$152K Hold
2,440
– – 0.09% 126
2025
Q1 		$154K Sell
2,440
-100
-4% -$6.31K 0.09% 123
2024
Q4 		$138K Hold
2,540
– – 0.08% 128
2024
Q3 		$158K Hold
2,540
– – 0.09% 125
2024
Q2 		$140K Hold
2,540
– – 0.08% 126
2024
Q1 		$143K Hold
2,540
– – 0.08% 126
2023
Q4 		$165K Hold
2,540
– – 0.1% 115
2023
Q3 		$137K Hold
2,540
– – 0.09% 118
2023
Q2 		$174K Hold
2,540
– – 0.11% 101
2023
Q1 		$197K Buy
2,540
+240
+10% +$18.6K 0.13% 95
2022
Q4 		$180K Hold
2,300
– – 0.12% 96
2022
Q3 		$161K Hold
2,300
– – 0.12% 99
2022
Q2 		$191K Hold
2,300
– – 0.13% 95
2022
Q1 		$186K Hold
2,300
– – 0.11% 104
2021
Q4 		$189K Hold
2,300
– – 0.11% 103
2021
Q3 		$168K Hold
2,300
– – 0.1% 106
2021
Q2 		$172K Hold
2,300
– – 0.1% 108
2021
Q1 		$163K Hold
2,300
– – 0.1% 109
2020
Q4 		$162K Hold
2,300
– – 0.11% 98
2020
Q3 		$150K Hold
2,300
– – 0.11% 95
2020
Q2 		$156K Sell
2,300
-100
-4% -$6.78K 0.12% 88
2020
Q1 		$139K Hold
2,400
– – 0.12% 90
2019
Q4 		$192K Hold
2,400
– – 0.13% 88
2019
Q3 		$215K Sell
2,400
-200
-8% -$17.9K 0.16% 78
2019
Q2 		$211K Hold
2,600
– – 0.16% 79
2019
Q1 		$204K Hold
2,600
– – 0.15% 77
2018
Q4 		$170K Hold
2,600
– – 0.14% 80
2018
Q3 		$167K Buy
2,600
+200
+8% +$12.8K 0.12% 91
2018
Q2 		$159K Buy
2,400
+700
+41% +$46.4K 0.12% 94
2018
Q1 		$105K Sell
1,700
-300
-15% -$18.5K 0.08% 104
2017
Q4 		$138K Hold
2,000
– – 0.11% 88
2017
Q3 		$135K Hold
2,000
– – 0.11% 84
2017
Q2 		$132K Hold
2,000
– – 0.13% 48
2017
Q1 		$124K Hold
2,000
– – 0.11% 84
2016
Q4 		$118K Hold
2,000
– – 0.11% 87
2016
Q3 		$129K Hold
2,000
– – 0.12% 71
2016
Q2 		$139K Buy
2,000
+200
+11% +$13.9K 0.14% 62
2016
Q1 		$112K Hold
1,800
– – 0.11% 73
2015
Q4 		$106K Buy
1,800
+800
+80% +$47.1K 0.11% 77
2015
Q3 		$58K Buy
+1,000
New +$58K 0.06% 106