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 |
|