Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$19.4K | – | 360 |
|
|
2023
Q4 | $19.4K | Sell |
300
-6
| -2% | -$346 | 0.01% | 198 |
|
|
2023
Q3 | $16.2K | Sell |
306
-1,226
| -80% | -$78.5K | 0.01% | 209 |
|
|
2023
Q2 | $101K | Buy |
1,532
+715
| +88% | +$49.7K | 0.04% | 126 |
|
|
2023
Q1 | $62K | Hold |
817
| – | – | 0.03% | 140 |
|
|
2022
Q4 | $62.5K | Hold |
817
| – | – | 0.03% | 131 |
|
|
2022
Q3 | $56K | Hold |
817
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $66K | Hold |
817
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $65K | Hold |
817
| – | – | 0.03% | 166 |
|
|
2021
Q4 | $66K | Hold |
817
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $58K | Hold |
817
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $60K | Hold |
817
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $57K | Hold |
817
| – | – | 0.03% | 150 |
|
|
2020
Q4 | $56K | Hold |
817
| – | – | 0.03% | 131 |
|
|
2020
Q3 | $52K | Hold |
817
| – | – | 0.03% | 129 |
|
|
2020
Q2 | $54K | Hold |
817
| – | – | 0.04% | 121 |
|
|
2020
Q1 | $46K | Hold |
817
| – | – | 0.03% | 128 |
|
|
2019
Q4 | $64K | Hold |
817
| – | – | 0.04% | 82 |
|
|
2019
Q3 | $72K | Hold |
817
| – | – | 0.05% | 86 |
|
|
2019
Q2 | $65K | Hold |
817
| – | – | 0.04% | 98 |
|
|
2019
Q1 | $63K | Hold |
817
| – | – | 0.04% | 94 |
|
|
2018
Q4 | $52K | Buy |
817
+102
| +14% | +$6.64K | 0.04% | 81 |
|
|
2018
Q3 | $45K | Hold |
715
| – | – | 0.02% | 90 |
|
|
2018
Q2 | $46K | Hold |
715
| – | – | 0.03% | 83 |
|
|
2018
Q1 | $43K | Hold |
715
| – | – | 0.03% | 88 |
|
|
2017
Q4 | $48K | Hold |
715
| – | – | 0.03% | 86 |
|
|
2017
Q3 | $47K | Hold |
715
| – | – | 0.03% | 89 |
|
|
2017
Q2 | $46K | Hold |
715
| – | – | 0.03% | 87 |
|
|
2017
Q1 | $44K | Hold |
715
| – | – | 0.03% | 84 |
|
|
2016
Q4 | $41K | Hold |
715
| – | – | 0.03% | 83 |
|
|
2016
Q3 | $45K | Hold |
715
| – | – | 0.03% | 68 |
|
|
2016
Q2 | $49K | Hold |
715
| – | – | 0.03% | 79 |
|
|
2016
Q1 | $44K | Buy |
+715
| New | +$40.6K | 0.03% | 66 |
|
Other funds holding WPC
