IAG Wealth Partners’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 | $156K | Buy |
2,499
+4
| +0.2% | +$250 | 0.02% | 124 |
|
|
2025
Q1 | $157K | Buy |
2,495
+163
| +7% | +$10.3K | 0.02% | 117 |
|
|
2024
Q4 | $127K | Sell |
2,332
-157
| -6% | -$8.55K | 0.02% | 117 |
|
|
2024
Q3 | $155K | Sell |
2,489
-356
| -13% | -$22.2K | 0.03% | 104 |
|
|
2024
Q2 | $157K | Buy |
2,845
+156
| +6% | +$8.59K | 0.03% | 102 |
|
|
2024
Q1 | $152K | Buy |
2,689
+95
| +4% | +$5.36K | 0.03% | 101 |
|
|
2023
Q4 | $168K | Sell |
2,594
-380
| -13% | -$24.6K | 0.04% | 91 |
|
|
2023
Q3 | $158K | Sell |
2,974
-52
| -2% | -$2.75K | 0.04% | 87 |
|
|
2023
Q2 | $200K | Sell |
3,026
-135
| -4% | -$8.93K | 0.05% | 84 |
|
|
2023
Q1 | $240K | Sell |
3,161
-582
| -16% | -$44.1K | 0.07% | 69 |
|
|
2022
Q4 | $286K | Sell |
3,743
-6,277
| -63% | -$480K | 0.08% | 58 |
|
|
2022
Q3 | $685K | Buy |
10,020
+6,527
| +187% | +$446K | 0.23% | 46 |
|
|
2022
Q2 | $283K | Buy |
3,493
+1,331
| +62% | +$108K | 0.09% | 54 |
|
|
2022
Q1 | $171K | Hold |
2,162
| – | – | 0.05% | 70 |
|
|
2021
Q4 | $174K | Sell |
2,162
-202
| -9% | -$16.3K | 0.06% | 65 |
|
|
2021
Q3 | $170K | Sell |
2,364
-132
| -5% | -$9.49K | 0.06% | 58 |
|
|
2021
Q2 | $183K | Sell |
2,496
-530
| -18% | -$38.9K | 0.07% | 50 |
|
|
2021
Q1 | $210K | Hold |
3,026
| – | – | 0.08% | 50 |
|
|
2020
Q4 | $210K | Sell |
3,026
-340
| -10% | -$23.6K | 0.09% | 51 |
|
|
2020
Q3 | $215K | Buy |
3,366
+966
| +40% | +$61.7K | 0.1% | 47 |
|
|
2020
Q2 | $160K | Sell |
2,400
-174
| -7% | -$11.6K | 0.08% | 56 |
|
|
2020
Q1 | $147K | Sell |
2,574
-369
| -13% | -$21.1K | 0.1% | 54 |
|
|
2019
Q4 | $231K | Buy |
+2,943
| New | +$231K | 0.15% | 44 |
|