Heritage Wealth Advisors’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 | $25.1K | Hold |
402
| – | – | ﹤0.01% | 352 |
|
|
2025
Q1 | $25.4K | Hold |
402
| – | – | ﹤0.01% | 350 |
|
|
2024
Q4 | $21.9K | Hold |
402
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $25K | Hold |
402
| – | – | ﹤0.01% | 381 |
|
|
2024
Q2 | $22.1K | Sell |
402
-198
| -33% | -$10.9K | ﹤0.01% | 371 |
|
|
2024
Q1 | $33.9K | Hold |
600
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $38.9K | Sell |
600
-168
| -22% | -$10.9K | ﹤0.01% | 357 |
|
|
2023
Q3 | $40.7K | Hold |
768
| – | – | ﹤0.01% | 319 |
|
|
2023
Q2 | $50.8K | Hold |
768
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $58.2K | Sell |
768
-53
| -6% | -$4.02K | ﹤0.01% | 301 |
|
|
2022
Q4 | $62.8K | Hold |
821
| – | – | ﹤0.01% | 297 |
|
|
2022
Q3 | $56.1K | Hold |
821
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $67K | Buy |
821
+102
| +14% | +$8.32K | ﹤0.01% | 298 |
|
|
2022
Q1 | $57K | Hold |
719
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $58K | Hold |
719
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $51.4K | Buy |
719
+51
| +8% | +$3.65K | ﹤0.01% | 313 |
|
|
2021
Q2 | $48.8K | Hold |
668
| – | – | ﹤0.01% | 327 |
|
|
2021
Q1 | $46.3K | Buy |
668
+256
| +62% | +$17.7K | ﹤0.01% | 341 |
|
|
2020
Q4 | $29K | Hold |
412
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $26.3K | Hold |
412
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $27.3K | Sell |
412
-281
| -41% | -$18.6K | ﹤0.01% | 301 |
|
|
2020
Q1 | $39.4K | Sell |
693
-383
| -36% | -$21.8K | 0.01% | 263 |
|
|
2019
Q4 | $84.4K | Buy |
1,076
+310
| +40% | +$24.3K | 0.01% | 248 |
|
|
2019
Q3 | $67K | Hold |
766
| – | – | 0.01% | 246 |
|
|
2019
Q2 | $60.9K | Buy |
766
+735
| +2,371% | +$58.4K | 0.01% | 231 |
|
|
2019
Q1 | $2.35K | Hold |
31
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 382 |
|
|
2018
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 379 |
|