Endurance Wealth Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$11K Hold
163
﹤0.01% 490
2023
Q1
$12K Hold
163
﹤0.01% 489
2022
Q4
$13K Hold
163
﹤0.01% 457
2022
Q3
$11K Hold
163
﹤0.01% 468
2022
Q2
$13K Hold
163
﹤0.01% 470
2022
Q1
$13K Hold
163
﹤0.01% 496
2021
Q4
$13K Hold
163
﹤0.01% 485
2021
Q3
$12K Hold
163
﹤0.01% 508
2021
Q2
$11K Hold
163
﹤0.01% 517
2021
Q1
$11K Hold
163
﹤0.01% 527
2020
Q4
$11K Hold
163
﹤0.01% 486
2020
Q3
$10K Hold
163
﹤0.01% 478
2020
Q2
$11K Hold
163
﹤0.01% 460
2020
Q1
$9K Hold
163
﹤0.01% 440
2019
Q4
$13K Hold
163
﹤0.01% 404
2019
Q3
$14K Hold
163
﹤0.01% 392
2019
Q2
$13K Hold
163
﹤0.01% 376
2019
Q1
$13K Hold
163
﹤0.01% 370
2018
Q4
$10K Hold
163
﹤0.01% 373
2018
Q3
$10K Buy
+163
New +$10K ﹤0.01% 400
2018
Q2
Sell
-163
Closed -$10K 519
2018
Q1
$10K Hold
163
﹤0.01% 433
2017
Q4
$11K Hold
163
﹤0.01% 412
2017
Q3
$11K Hold
163
﹤0.01% 401
2017
Q2
$11K Hold
163
﹤0.01% 405
2017
Q1
$10K Hold
163
﹤0.01% 415
2016
Q4
$9K Buy
+163
New +$9K ﹤0.01% 404