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 |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $339K | Sell |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $223K | Sell |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $169K | Sell |
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|
2017
Q4 | $204K | Sell |
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|
2017
Q3 | $251K | Buy |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $234K | Hold |
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|
2016
Q4 | $222K | Buy |
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