Avantax Planning Partners’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 | – | Sell |
-3,260
| Closed | -$203K | – | 461 |
|
|
2025
Q2 | $203K | Sell |
3,260
-947
| -23% | -$58.3K | 0.01% | 427 |
|
|
2025
Q1 | $266K | Sell |
4,207
-2,012
| -32% | -$119K | 0.01% | 364 |
|
|
2024
Q4 | $339K | Sell |
6,219
-218
| -3% | -$12.4K | 0.01% | 312 |
|
|
2024
Q3 | $401K | Buy |
6,437
+176
| +3% | +$10.4K | 0.01% | 288 |
|
|
2024
Q2 | $345K | Buy |
6,261
+437
| +8% | +$24.6K | 0.01% | 338 |
|
|
2024
Q1 | $329K | Buy |
5,824
+2,445
| +72% | +$146K | 0.01% | 350 |
|
|
2023
Q4 | $219K | Sell |
3,379
-1,109
| -25% | -$63.9K | 0.01% | 348 |
|
|
2023
Q3 | $238K | Buy |
4,488
+262
| +6% | +$16.8K | 0.01% | 322 |
|
|
2023
Q2 | $280K | Buy |
4,226
+319
| +8% | +$22.2K | 0.01% | 304 |
|
|
2023
Q1 | $296K | Buy |
3,907
+715
| +22% | +$57K | 0.01% | 296 |
|
|
2022
Q4 | $244K | Hold |
3,192
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $218K | Buy |
3,192
+104
| +3% | +$8.51K | 0.01% | 317 |
|
|
2022
Q2 | $251K | Buy |
3,088
+51
| +2% | +$4.12K | 0.01% | 295 |
|
|
2022
Q1 | $240K | Buy |
3,037
+357
| +13% | +$27.4K | 0.01% | 315 |
|
|
2021
Q4 | $215K | Buy |
+2,680
| New | +$205K | 0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-2,728
| Closed | -$214K | – | 317 |
|
|
2019
Q4 | $214K | Hold |
2,728
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $239K | Sell |
2,728
-174
| -6% | -$14.8K | 0.01% | 269 |
|
|
2019
Q2 | $237K | Hold |
2,902
| – | – | 0.02% | 266 |
|
|
2019
Q1 | $223K | Sell |
2,902
-528
| -15% | -$38K | 0.02% | 267 |
|
|
2018
Q4 | $219K | Buy |
3,430
+3,154
| +1,143% | +$205K | 0.02% | 247 |
|
|
2018
Q3 | $17K | Buy |
+276
| New | +$17.8K | ﹤0.01% | 749 |
|
|
2018
Q2 | – | Sell |
-2,785
| Closed | -$169K | – | 1491 |
|
|
2018
Q1 | $169K | Sell |
2,785
-233
| -8% | -$14.3K | 0.01% | 323 |
|
|
2017
Q4 | $204K | Sell |
3,018
-791
| -21% | -$54.1K | 0.02% | 293 |
|
|
2017
Q3 | $251K | Buy |
3,809
+9
| +0.2% | +$599 | 0.02% | 319 |
|
|
2017
Q2 | $246K | Sell |
3,800
-40
| -1% | -$2.53K | 0.02% | 294 |
|
|
2017
Q1 | $234K | Hold |
3,840
| – | – | 0.02% | 286 |
|
|
2016
Q4 | $222K | Buy |
+3,840
| New | +$225K | 0.02% | 280 |
|
Other funds holding WPC
