AIC
Archer Investment Corporation’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Hold |
7,068
| – | – | 0.11% | 167 |
|
|
2025
Q1 | $446K | Sell |
7,068
-1,280
| -15% | -$80.8K | 0.12% | 156 |
|
|
2024
Q4 | $455K | Hold |
8,348
| – | – | 0.12% | 149 |
|
|
2024
Q3 | $520K | Hold |
8,348
| – | – | 0.14% | 131 |
|
|
2024
Q2 | $460K | Hold |
8,348
| – | – | 0.13% | 144 |
|
|
2024
Q1 | $471K | Buy |
8,348
+2,080
| +33% | +$117K | 0.14% | 144 |
|
|
2023
Q4 | $406K | Hold |
6,268
| – | – | 0.13% | 155 |
|
|
2023
Q3 | $339K | Hold |
6,268
| – | – | 0.12% | 162 |
|
|
2023
Q2 | $423K | Sell |
6,268
-1,285
| -17% | -$86.8K | 0.15% | 141 |
|
|
2023
Q1 | $600K | Hold |
7,553
| – | – | 0.22% | 103 |
|
|
2022
Q4 | $590K | Hold |
7,553
| – | – | 0.23% | 105 |
|
|
2022
Q3 | $527K | Hold |
7,553
| – | – | 0.22% | 112 |
|
|
2022
Q2 | $626K | Hold |
7,553
| – | – | 0.25% | 96 |
|
|
2022
Q1 | $611K | Hold |
7,553
| – | – | 0.22% | 115 |
|
|
2021
Q4 | $620K | Hold |
7,553
| – | – | 0.21% | 115 |
|
|
2021
Q3 | $552K | Buy |
7,553
+1,253
| +20% | +$91.5K | 0.21% | 121 |
|
|
2021
Q2 | $470K | Sell |
6,300
-233
| -4% | -$17.4K | 0.19% | 131 |
|
|
2021
Q1 | $462K | Sell |
6,533
-100
| -2% | -$7.08K | 0.19% | 122 |
|
|
2020
Q4 | $468K | Hold |
6,633
| – | – | 0.22% | 114 |
|
|
2020
Q3 | $432K | Hold |
6,633
| – | – | 0.22% | 106 |
|
|
2020
Q2 | $449K | Buy |
6,633
+1,333
| +25% | +$90.2K | 0.25% | 94 |
|
|
2020
Q1 | $308K | Buy |
5,300
+1,100
| +26% | +$63.9K | 0.21% | 114 |
|
|
2019
Q4 | $336K | Hold |
4,200
| – | – | 0.18% | 145 |
|
|
2019
Q3 | $376K | Hold |
4,200
| – | – | 0.23% | 109 |
|
|
2019
Q2 | $341K | Sell |
4,200
-100
| -2% | -$8.12K | 0.22% | 118 |
|
|
2019
Q1 | $337K | Hold |
4,300
| – | – | 0.23% | 117 |
|
|
2018
Q4 | $281K | Buy |
+4,300
| New | +$281K | 0.25% | 115 |
|