H
HoyleCohen’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.86M | Sell |
88,207
-4,481
| -5% | -$247K | 0.37% | 71 |
|
|
2024
Q1 | $5.23M | Sell |
92,688
-544
| -0.6% | -$30.7K | 0.4% | 69 |
|
|
2023
Q4 | $6.04M | Sell |
93,232
-5,559
| -6% | -$360K | 0.49% | 57 |
|
|
2023
Q3 | $5.34M | Sell |
98,791
-386
| -0.4% | -$20.9K | 0.5% | 58 |
|
|
2023
Q2 | $6.7M | Sell |
99,177
-7,364
| -7% | -$498K | 0.59% | 51 |
|
|
2023
Q1 | $8.25M | Buy |
106,541
+1,905
| +2% | +$148K | 0.77% | 38 |
|
|
2022
Q4 | $8.18M | Sell |
104,636
-30
| -0% | -$2.34K | 0.81% | 36 |
|
|
2022
Q3 | $7.31M | Buy |
104,666
+530
| +0.5% | +$37K | 0.8% | 35 |
|
|
2022
Q2 | $8.63M | Buy |
104,136
+559
| +0.5% | +$46.3K | 0.9% | 28 |
|
|
2022
Q1 | $8.37M | Buy |
103,577
+11,896
| +13% | +$962K | 0.72% | 35 |
|
|
2021
Q4 | $7.52M | Buy |
91,681
+3,295
| +4% | +$270K | 0.63% | 44 |
|
|
2021
Q3 | $6.46M | Buy |
88,386
+44,770
| +103% | +$3.27M | 0.61% | 46 |
|
|
2021
Q2 | $3.26K | Buy |
43,616
+262
| +0.6% | +$20 | 0.25% | 86 |
|
|
2021
Q1 | $3.07M | Sell |
43,354
-303
| -0.7% | -$21.4K | 0.31% | 85 |
|
|
2020
Q4 | $3.08M | Buy |
+43,657
| New | +$3.08M | 0.36% | 82 |
|