FFA
Founders Financial Alliance’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
12,468
-109
| -0.9% | -$6.8K | 0.18% | 121 |
|
|
2025
Q1 | $794K | Sell |
12,577
-750
| -6% | -$47.3K | 0.19% | 111 |
|
|
2024
Q4 | $726K | Sell |
13,327
-2,275
| -15% | -$124K | 0.2% | 110 |
|
|
2024
Q3 | $972K | Sell |
15,602
-125
| -0.8% | -$7.79K | 0.27% | 87 |
|
|
2024
Q2 | $866K | Sell |
15,727
-246
| -2% | -$13.5K | 0.26% | 88 |
|
|
2024
Q1 | $902K | Sell |
15,973
-582
| -4% | -$32.8K | 0.27% | 85 |
|
|
2023
Q4 | $1.07M | Sell |
16,555
-271
| -2% | -$17.6K | 0.42% | 54 |
|
|
2023
Q3 | $910K | Sell |
16,826
-153
| -0.9% | -$8.27K | 0.4% | 55 |
|
|
2023
Q2 | $1.15M | Buy |
16,979
+708
| +4% | +$47.8K | 0.45% | 47 |
|
|
2023
Q1 | $1.2M | Sell |
16,271
-358
| -2% | -$26.4K | 0.6% | 38 |
|
|
2022
Q4 | $1.3M | Buy |
16,629
+299
| +2% | +$23.4K | 0.6% | 43 |
|
|
2022
Q3 | $1.14M | Buy |
16,330
+11,604
| +246% | +$810K | 0.58% | 43 |
|
|
2022
Q2 | $392K | Sell |
4,726
-10,327
| -69% | -$857K | 0.2% | 112 |
|
|
2022
Q1 | $1.22M | Sell |
15,053
-526
| -3% | -$42.5K | 0.54% | 46 |
|
|
2021
Q4 | $1.28M | Buy |
15,579
+362
| +2% | +$29.7K | 0.51% | 50 |
|
|
2021
Q3 | $1.11M | Buy |
15,217
+2,308
| +18% | +$169K | 0.52% | 49 |
|
|
2021
Q2 | $961K | Buy |
12,909
+1,546
| +14% | +$115K | 0.44% | 55 |
|
|
2021
Q1 | $811K | Buy |
11,363
+1,618
| +17% | +$115K | 0.4% | 62 |
|
|
2020
Q4 | $688K | Buy |
9,745
+1,909
| +24% | +$135K | 0.39% | 67 |
|
|
2020
Q3 | $511K | Buy |
+7,836
| New | +$511K | 0.31% | 70 |
|