B. Riley Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+3,355
| New | +$209K | 0.01% | 857 |
|
|
2024
Q4 | $341K | Buy |
6,165
+315
| +5% | +$17.4K | 0.01% | 824 |
|
|
2024
Q3 | $368K | Sell |
5,850
-1,594
| -21% | -$100K | 0.01% | 859 |
|
|
2024
Q2 | $416K | Sell |
7,444
-8,660
| -54% | -$484K | 0.01% | 895 |
|
|
2024
Q1 | $888K | Buy |
16,104
+2,058
| +15% | +$113K | 0.02% | 564 |
|
|
2023
Q4 | $923K | Sell |
14,046
-2,396
| -15% | -$157K | 0.02% | 558 |
|
|
2023
Q3 | $888K | Sell |
16,442
-15,416
| -48% | -$833K | 0.02% | 564 |
|
|
2023
Q2 | $2.14M | Sell |
31,858
-5,780
| -15% | -$389K | 0.05% | 356 |
|
|
2023
Q1 | $2.89M | Sell |
37,638
-1,517
| -4% | -$117K | 0.08% | 256 |
|
|
2022
Q4 | $3.04M | Buy |
39,155
+803
| +2% | +$62.3K | 0.09% | 243 |
|
|
2022
Q3 | $2.62M | Buy |
38,352
+3,085
| +9% | +$211K | 0.08% | 251 |
|
|
2022
Q2 | $2.86M | Buy |
35,267
+596
| +2% | +$48.4K | 0.12% | 173 |
|
|
2022
Q1 | $2.75M | Sell |
34,671
-240
| -0.7% | -$19K | 0.09% | 234 |
|
|
2021
Q4 | $2.81M | Buy |
34,911
+966
| +3% | +$77.6K | 0.08% | 266 |
|
|
2021
Q3 | $2.43M | Buy |
33,945
+3,402
| +11% | +$243K | 0.08% | 290 |
|
|
2021
Q2 | $2.23M | Buy |
30,543
+3,266
| +12% | +$239K | 0.07% | 314 |
|
|
2021
Q1 | $1.89M | Buy |
27,277
+11,941
| +78% | +$828K | 0.07% | 322 |
|
|
2020
Q4 | $1.06M | Buy |
15,336
+1,335
| +10% | +$92.4K | 0.06% | 308 |
|
|
2020
Q3 | $897K | Buy |
14,001
+1,224
| +10% | +$78.4K | 0.05% | 334 |
|
|
2020
Q2 | $848K | Buy |
12,777
+1,780
| +16% | +$118K | 0.06% | 313 |
|
|
2020
Q1 | $627K | Buy |
10,997
+5,209
| +90% | +$297K | 0.05% | 333 |
|
|
2019
Q4 | $454K | Sell |
5,788
-1,089
| -16% | -$85.4K | 0.04% | 470 |
|
|
2019
Q3 | $603K | Sell |
6,877
-420
| -6% | -$36.8K | 0.06% | 341 |
|
|
2019
Q2 | $581K | Sell |
7,297
-152
| -2% | -$12.1K | 0.06% | 323 |
|
|
2019
Q1 | $572K | Buy |
7,449
+4,211
| +130% | +$323K | 0.07% | 294 |
|
|
2018
Q4 | $208K | Buy |
+3,238
| New | +$208K | 0.03% | 573 |
|
|
2015
Q4 | – | Sell |
-4,999
| Closed | -$283K | – | 624 |
|
|
2015
Q3 | $283K | Buy |
+4,999
| New | +$283K | 0.07% | 370 |
|
|
2015
Q2 | – | Sell |
-3,888
| Closed | -$259K | – | 592 |
|
|
2015
Q1 | $259K | Sell |
3,888
-3,474
| -47% | -$231K | 0.06% | 403 |
|
|
2014
Q4 | $2.65K | Buy |
7,362
+3,193
| +77% | +$1.15K | 0.06% | 454 |
|
|
2014
Q3 | $260K | Sell |
4,169
-5,472
| -57% | -$341K | 0.07% | 414 |
|
|
2014
Q2 | $307K | Buy |
9,641
+5,472
| +131% | +$174K | 0.07% | 308 |
|
|
2014
Q1 | $245K | Buy |
4,169
+307
| +8% | +$18K | 0.07% | 315 |
|
|
2013
Q4 | $232K | Sell |
3,862
-237
| -6% | -$14.2K | 0.07% | 302 |
|
|
2013
Q3 | $260K | Hold |
4,099
| – | – | 0.09% | 258 |
|
|
2013
Q2 | $266K | Buy |
+4,099
| New | +$266K | 0.09% | 255 |
|