Householder Group Estate & Retirement Specialist’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-528
| Closed | -$32K | – | 1239 |
|
|
2024
Q3 | $32K | Hold |
528
| – | – | 0.01% | 577 |
|
|
2024
Q2 | $29K | Hold |
528
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $29.8K | Hold |
528
| – | – | 0.01% | 579 |
|
|
2023
Q4 | $34K | Sell |
528
-11
| -2% | -$708 | 0.01% | 544 |
|
|
2023
Q3 | $28.6K | Buy |
+539
| New | +$28.6K | 0.01% | 562 |
|
|
2023
Q1 | $93K | Hold |
1,232
| – | – | 0.04% | 323 |
|
|
2022
Q4 | $94K | Sell |
1,232
-39
| -3% | -$2.98K | 0.14% | 77 |
|
|
2022
Q3 | $86K | Buy |
+1,271
| New | +$86K | 0.04% | 295 |
|