APP
Avantax Planning Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
3,260
-947
| -23% | -$59.1K | 0.01% | 427 |
|
|
2025
Q1 | $266K | Sell |
4,207
-2,012
| -32% | -$127K | 0.01% | 364 |
|
|
2024
Q4 | $339K | Sell |
6,219
-218
| -3% | -$11.9K | 0.01% | 312 |
|
|
2024
Q3 | $401K | Buy |
6,437
+176
| +3% | +$11K | 0.01% | 288 |
|
|
2024
Q2 | $345K | Buy |
6,261
+437
| +8% | +$24.1K | 0.01% | 338 |
|
|
2024
Q1 | $329K | Buy |
5,824
+2,445
| +72% | +$138K | 0.01% | 350 |
|
|
2023
Q4 | $219K | Sell |
3,379
-1,017
| -23% | -$65.9K | 0.01% | 348 |
|
|
2023
Q3 | $238K | Buy |
4,396
+257
| +6% | +$13.9K | 0.01% | 322 |
|
|
2023
Q2 | $280K | Buy |
4,139
+312
| +8% | +$21.1K | 0.01% | 304 |
|
|
2023
Q1 | $296K | Buy |
3,827
+701
| +22% | +$54.3K | 0.01% | 296 |
|
|
2022
Q4 | $244K | Hold |
3,126
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $218K | Buy |
3,126
+102
| +3% | +$7.11K | 0.01% | 317 |
|
|
2022
Q2 | $251K | Buy |
3,024
+49
| +2% | +$4.07K | 0.01% | 295 |
|
|
2022
Q1 | $240K | Buy |
2,975
+350
| +13% | +$28.2K | 0.01% | 315 |
|
|
2021
Q4 | $215K | Buy |
+2,625
| New | +$215K | 0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-2,672
| Closed | -$214K | – | 314 |
|
|
2019
Q4 | $214K | Hold |
2,672
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $239K | Sell |
2,672
-170
| -6% | -$15.2K | 0.01% | 269 |
|
|
2019
Q2 | $237K | Hold |
2,842
| – | – | 0.02% | 266 |
|
|
2019
Q1 | $223K | Sell |
2,842
-517
| -15% | -$40.6K | 0.02% | 267 |
|
|
2018
Q4 | $219K | Buy |
3,359
+3,089
| +1,144% | +$201K | 0.02% | 247 |
|
|
2018
Q3 | $17K | Buy |
+270
| New | +$17K | ﹤0.01% | 749 |
|
|
2018
Q2 | – | Sell |
-2,728
| Closed | -$169K | – | 1480 |
|
|
2018
Q1 | $169K | Sell |
2,728
-228
| -8% | -$14.1K | 0.01% | 323 |
|
|
2017
Q4 | $204K | Sell |
2,956
-775
| -21% | -$53.5K | 0.02% | 293 |
|
|
2017
Q3 | $251K | Buy |
3,731
+9
| +0.2% | +$605 | 0.02% | 319 |
|
|
2017
Q2 | $246K | Sell |
3,722
-39
| -1% | -$2.58K | 0.02% | 294 |
|
|
2017
Q1 | $234K | Hold |
3,761
| – | – | 0.02% | 286 |
|
|
2016
Q4 | $222K | Buy |
+3,761
| New | +$222K | 0.02% | 280 |
|