Hantz Financial Services’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
44,686
-1,026
| -2% | -$64K | 0.05% | 285 |
|
|
2025
Q1 | $2.89M | Sell |
45,712
-818
| -2% | -$51.6K | 0.05% | 278 |
|
|
2024
Q4 | $2.54M | Sell |
46,530
-1,957
| -4% | -$107K | 0.04% | 296 |
|
|
2024
Q3 | $3.02M | Sell |
48,487
-1,291
| -3% | -$80.4K | 0.05% | 272 |
|
|
2024
Q2 | $2.74M | Sell |
49,778
-2,491
| -5% | -$137K | 0.05% | 283 |
|
|
2024
Q1 | $2.95M | Sell |
52,269
-2,431
| -4% | -$137K | 0.06% | 285 |
|
|
2023
Q4 | $3.55M | Sell |
54,700
-5,316
| -9% | -$345K | 0.08% | 256 |
|
|
2023
Q3 | $3.18M | Buy |
60,016
+1,147
| +2% | +$60.8K | 0.08% | 251 |
|
|
2023
Q2 | $3.9M | Buy |
58,869
+141
| +0.2% | +$9.33K | 0.1% | 224 |
|
|
2023
Q1 | $4.46M | Buy |
58,728
+1,066
| +2% | +$80.9K | 0.12% | 199 |
|
|
2022
Q4 | $4.41M | Buy |
57,662
+1,952
| +4% | +$149K | 0.13% | 192 |
|
|
2022
Q3 | $3.81M | Buy |
55,710
+1,494
| +3% | +$102K | 0.13% | 197 |
|
|
2022
Q2 | $4.4M | Buy |
54,216
+2,497
| +5% | +$203K | 0.15% | 184 |
|
|
2022
Q1 | $4.1M | Buy |
51,719
+3,447
| +7% | +$273K | 0.12% | 199 |
|
|
2021
Q4 | $3.88M | Buy |
48,272
+2,829
| +6% | +$227K | 0.11% | 200 |
|
|
2021
Q3 | $3.25M | Buy |
45,443
+5,371
| +13% | +$384K | 0.11% | 207 |
|
|
2021
Q2 | $2.93M | Buy |
40,072
+3,423
| +9% | +$250K | 0.11% | 208 |
|
|
2021
Q1 | $2.54M | Buy |
36,649
+725
| +2% | +$50.2K | 0.11% | 216 |
|
|
2020
Q4 | $2.48M | Sell |
35,924
-399
| -1% | -$27.6K | 0.11% | 204 |
|
|
2020
Q3 | $2.32M | Sell |
36,323
-606
| -2% | -$38.7K | 0.12% | 195 |
|
|
2020
Q2 | $2.45M | Buy |
36,929
+620
| +2% | +$41.1K | 0.14% | 187 |
|
|
2020
Q1 | $2.07M | Buy |
+36,309
| New | +$2.07M | 0.14% | 184 |
|