IFP Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $95.3K | Buy |
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|
2024
Q4 | $79.2K | Buy |
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|
2024
Q3 | $84.7K | Buy |
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|
2024
Q2 | $70.9K | Sell |
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|
2024
Q1 | $80.6K | Sell |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | $153K | Buy |
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|
2023
Q2 | $187K | Sell |
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|
2023
Q1 | $185K | Sell |
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|
2022
Q4 | $738K | Sell |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $650K | Hold |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $181K | Hold |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $172K | Sell |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $333K | Sell |
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|
2020
Q1 | $583K | Sell |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q1 | $853K | Sell |
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|
2018
Q4 | $3.25M | Buy |
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|
2018
Q3 | $3.13M | Sell |
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|
2018
Q2 | $3.24M | Buy |
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|
2018
Q1 | $3.32M | Hold |
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|
2017
Q4 | $3.32M | Buy |
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|
2017
Q3 | $3.04M | Sell |
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|
2017
Q2 | $2.98M | Buy |
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|
2017
Q1 | $2.48M | Buy |
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|
2016
Q4 | $2.25M | Buy |
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|
2016
Q3 | $2.36M | Sell |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $853K | Sell |
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|
2015
Q4 | $1M | Buy |
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