HHRDM
H&H Retirement Design & Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
5,494
| – | – | 0.19% | 67 |
|
|
2025
Q1 | $337K | Hold |
5,494
| – | – | 0.22% | 62 |
|
|
2024
Q4 | $339K | Hold |
5,494
| – | – | 0.21% | 61 |
|
|
2024
Q3 | $327K | Hold |
5,494
| – | – | 0.19% | 64 |
|
|
2024
Q2 | $325K | Hold |
5,494
| – | – | 0.2% | 71 |
|
|
2024
Q1 | $309K | Hold |
5,494
| – | – | 0.2% | 68 |
|
|
2023
Q4 | $337K | Buy |
5,494
+102
| +2% | +$6.26K | 0.21% | 47 |
|
|
2023
Q3 | $292K | Buy |
5,392
+80
| +2% | +$4.33K | 0.2% | 48 |
|
|
2023
Q2 | $370K | Sell |
5,312
-142
| -3% | -$9.9K | 0.25% | 40 |
|
|
2023
Q1 | $395K | Sell |
5,454
-176
| -3% | -$12.7K | 0.25% | 39 |
|
|
2022
Q4 | $468K | Buy |
5,630
+69
| +1% | +$5.74K | 0.4% | 45 |
|
|
2022
Q3 | $381K | Buy |
5,561
+255
| +5% | +$17.5K | 0.36% | 48 |
|
|
2022
Q2 | $464K | Buy |
5,306
+118
| +2% | +$10.3K | 0.34% | 46 |
|
|
2022
Q1 | $429K | Hold |
5,188
| – | – | 0.29% | 40 |
|
|
2021
Q4 | $393K | Buy |
5,188
+129
| +3% | +$9.77K | 0.25% | 50 |
|
|
2021
Q3 | $377K | Hold |
5,059
| – | – | 0.23% | 35 |
|
|
2021
Q2 | $399K | Buy |
5,059
+66
| +1% | +$5.21K | 0.24% | 35 |
|
|
2021
Q1 | $368K | Buy |
+4,993
| New | +$368K | 0.22% | 35 |
|
|
2020
Q3 | $311K | Sell |
4,771
-1,292
| -21% | -$84.2K | 0.24% | 32 |
|
|
2020
Q2 | $410K | Buy |
6,063
+100
| +2% | +$6.76K | 0.36% | 34 |
|
|
2020
Q1 | $346K | Buy |
+5,963
| New | +$346K | 0.33% | 37 |
|