CWM
Campbell Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $428K | Buy |
7,856
+1,783
| +29% | +$97.1K | 0.04% | 55 |
|
|
2024
Q3 | $378K | Sell |
6,073
-1,783
| -23% | -$111K | 0.03% | 42 |
|
|
2024
Q2 | $432K | Hold |
7,856
| – | – | 0.14% | 22 |
|
|
2024
Q1 | $443K | Buy |
7,856
+1,783
| +29% | +$101K | 0.04% | 45 |
|
|
2023
Q4 | $394K | Sell |
6,073
-1,783
| -23% | -$116K | 0.05% | 38 |
|
|
2023
Q3 | $425K | Sell |
7,856
-1,577
| -17% | -$85.3K | 0.05% | 41 |
|
|
2023
Q2 | $637K | Buy |
9,433
+1,577
| +20% | +$106K | 0.08% | 30 |
|
|
2023
Q1 | $608K | Hold |
7,856
| – | – | 0.08% | 35 |
|
|
2022
Q4 | $614K | Buy |
7,856
+469
| +6% | +$36.7K | 0.09% | 32 |
|
|
2022
Q3 | $516K | Buy |
7,387
+3,733
| +102% | +$261K | 0.07% | 35 |
|
|
2022
Q2 | $303K | Hold |
3,654
| – | – | 0.04% | 36 |
|
|
2022
Q1 | $295K | Hold |
3,654
| – | – | 0.04% | 53 |
|
|
2021
Q4 | $300K | Hold |
3,654
| – | – | 0.03% | 56 |
|
|
2021
Q3 | $267K | Buy |
+3,654
| New | +$267K | 0.04% | 52 |
|
|
2021
Q2 | – | Sell |
-3,654
| Closed | -$259K | – | 75 |
|
|
2021
Q1 | $259K | Sell |
3,654
-919
| -20% | -$65.1K | 0.04% | 51 |
|
|
2020
Q4 | $323K | Hold |
4,573
| – | – | 0.05% | 36 |
|
|
2020
Q3 | $298K | Sell |
4,573
-1,100
| -19% | -$71.7K | 0.05% | 39 |
|
|
2020
Q2 | $384K | Buy |
5,673
+2,019
| +55% | +$137K | 0.07% | 31 |
|
|
2020
Q1 | $212K | Sell |
3,654
-1,050
| -22% | -$60.9K | 0.05% | 43 |
|
|
2019
Q4 | $377K | Hold |
4,704
| – | – | 0.08% | 34 |
|
|
2019
Q3 | $421K | Hold |
4,704
| – | – | 0.09% | 29 |
|
|
2019
Q2 | $382K | Hold |
4,704
| – | – | 0.09% | 33 |
|
|
2019
Q1 | $368K | Sell |
4,704
-4,332
| -48% | -$339K | 0.1% | 31 |
|
|
2018
Q4 | $590K | Buy |
+9,036
| New | +$590K | 0.18% | 21 |
|