Cetera Advisor Networks’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.56M | Buy |
80,869
+509
| +0.6% | +$28.7K | 0.02% | 670 |
|
|
2023
Q4 | $5.21M | Sell |
80,360
-5,792
| -7% | -$375K | 0.03% | 560 |
|
|
2023
Q3 | $4.56M | Sell |
86,152
-1,932
| -2% | -$102K | 0.03% | 549 |
|
|
2023
Q2 | $5.83M | Buy |
88,084
+644
| +0.7% | +$42.6K | 0.04% | 438 |
|
|
2023
Q1 | $6.63M | Buy |
87,440
+4,735
| +6% | +$359K | 0.05% | 380 |
|
|
2022
Q4 | $6.33M | Buy |
82,705
+15,319
| +23% | +$1.17M | 0.05% | 375 |
|
|
2022
Q3 | $4.61M | Buy |
67,386
+12,784
| +23% | +$874K | 0.06% | 342 |
|
|
2022
Q2 | $4.43M | Buy |
54,602
+4,235
| +8% | +$344K | 0.06% | 350 |
|
|
2022
Q1 | $3.99M | Buy |
50,367
+4,373
| +10% | +$346K | 0.05% | 379 |
|
|
2021
Q4 | $3.7M | Buy |
45,994
+3,034
| +7% | +$244K | 0.05% | 388 |
|
|
2021
Q3 | $3.07M | Buy |
42,960
+1,499
| +4% | +$107K | 0.04% | 405 |
|
|
2021
Q2 | $3.03M | Buy |
41,461
+17,130
| +70% | +$1.25M | 0.04% | 397 |
|
|
2021
Q1 | $1.69M | Buy |
24,331
+11,192
| +85% | +$776K | 0.04% | 412 |
|
|
2020
Q4 | $908K | Sell |
13,139
-13
| -0.1% | -$898 | 0.02% | 575 |
|
|
2020
Q3 | $839K | Sell |
13,152
-1,792
| -12% | -$114K | 0.02% | 533 |
|
|
2020
Q2 | $990K | Sell |
14,944
-3
| -0% | -$199 | 0.03% | 473 |
|
|
2020
Q1 | $850K | Sell |
14,947
-883
| -6% | -$50.2K | 0.03% | 454 |
|
|
2019
Q4 | $1.24M | Buy |
15,830
+30
| +0.2% | +$2.35K | 0.03% | 430 |
|
|
2019
Q3 | $1.38M | Buy |
15,800
+414
| +3% | +$36.3K | 0.04% | 369 |
|
|
2019
Q2 | $1.22M | Sell |
15,386
-2,139
| -12% | -$170K | 0.04% | 394 |
|
|
2019
Q1 | $1.34M | Buy |
17,525
+4,030
| +30% | +$309K | 0.04% | 342 |
|
|
2018
Q4 | $864K | Buy |
13,495
+8,462
| +168% | +$542K | 0.03% | 413 |
|
|
2018
Q3 | $317K | Buy |
+5,033
| New | +$317K | 0.01% | 833 |
|
|
2017
Q4 | – | Sell |
-3,637
| Closed | -$239K | – | 1017 |
|
|
2017
Q3 | $239K | Sell |
3,637
-337
| -8% | -$22.1K | 0.01% | 763 |
|
|
2017
Q2 | $258K | Buy |
3,974
+57
| +1% | +$3.7K | 0.01% | 746 |
|
|
2017
Q1 | $237K | Buy |
+3,917
| New | +$237K | 0.01% | 777 |
|
|
2016
Q4 | – | Sell |
-3,273
| Closed | -$207K | – | 1016 |
|
|
2016
Q3 | $207K | Buy |
+3,273
| New | +$207K | 0.01% | 936 |
|
|
2015
Q3 | – | Sell |
-8,043
| Closed | -$538K | – | 893 |
|
|
2015
Q2 | $538K | Hold |
8,043
| – | – | 0.03% | 432 |
|
|
2015
Q1 | $538K | Sell |
8,043
-12,941
| -62% | -$866K | 0.03% | 434 |
|
|
2014
Q4 | $1.44M | Buy |
20,984
+753
| +4% | +$51.6K | 0.1% | 208 |
|
|
2014
Q3 | $1.26M | Buy |
20,231
+4,572
| +29% | +$286K | 0.09% | 234 |
|
|
2014
Q2 | $982K | Buy |
15,659
+3,912
| +33% | +$245K | 0.06% | 306 |
|
|
2014
Q1 | $690K | Buy |
11,747
+1,404
| +14% | +$82.5K | 0.05% | 359 |
|
|
2013
Q4 | $620K | Buy |
10,343
+6,454
| +166% | +$387K | 0.05% | 364 |
|
|
2013
Q3 | $245K | Buy |
+3,889
| New | +$245K | 0.02% | 553 |
|