IFP Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
1,511
+1
| +0.1% | +$69 | ﹤0.01% | 1608 |
|
|
2025
Q1 | $95.3K | Buy |
1,510
+56
| +4% | +$3.53K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $79.2K | Buy |
1,454
+95
| +7% | +$5.18K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $84.7K | Buy |
1,359
+70
| +5% | +$4.36K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $70.9K | Sell |
1,289
-138
| -10% | -$7.6K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $80.6K | Sell |
1,427
-1,673
| -54% | -$94.5K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $201K | Buy |
3,100
+221
| +8% | +$14.3K | 0.01% | 939 |
|
|
2023
Q3 | $153K | Buy |
2,879
+51
| +2% | +$2.7K | 0.01% | 1091 |
|
|
2023
Q2 | $187K | Sell |
2,828
-457
| -14% | -$30.2K | 0.01% | 1052 |
|
|
2023
Q1 | $185K | Sell |
3,285
-9,539
| -74% | -$539K | 0.01% | 975 |
|
|
2022
Q4 | $738K | Sell |
12,824
-1,503
| -10% | -$86.5K | 0.02% | 739 |
|
|
2022
Q3 | $822K | Buy |
14,327
+3,063
| +27% | +$176K | 0.02% | 713 |
|
|
2022
Q2 | $650K | Hold |
11,264
| – | – | 0.02% | 728 |
|
|
2022
Q1 | $650K | Buy |
11,264
+8,767
| +351% | +$506K | 0.02% | 728 |
|
|
2021
Q4 | $202K | Buy |
2,497
+6
| +0.2% | +$485 | ﹤0.01% | 932 |
|
|
2021
Q3 | $179K | Hold |
2,491
| – | – | ﹤0.01% | 980 |
|
|
2021
Q2 | $181K | Hold |
2,491
| – | – | ﹤0.01% | 953 |
|
|
2021
Q1 | $172K | Hold |
2,491
| – | – | ﹤0.01% | 914 |
|
|
2020
Q4 | $172K | Sell |
2,491
-1,542
| -38% | -$106K | 0.01% | 870 |
|
|
2020
Q3 | $257K | Sell |
4,033
-1,070
| -21% | -$68.2K | 0.02% | 617 |
|
|
2020
Q2 | $333K | Sell |
5,103
-4,766
| -48% | -$311K | 0.03% | 515 |
|
|
2020
Q1 | $583K | Sell |
9,869
-5,785
| -37% | -$342K | 0.06% | 314 |
|
|
2019
Q4 | $1.22M | Sell |
15,654
-4,455
| -22% | -$348K | 0.09% | 242 |
|
|
2019
Q3 | $1.77M | Buy |
+20,109
| New | +$1.77M | 0.12% | 193 |
|
|
2019
Q1 | $853K | Sell |
11,081
-39,784
| -78% | -$3.06M | 0.12% | 186 |
|
|
2018
Q4 | $3.25M | Buy |
50,865
+1,142
| +2% | +$72.9K | 0.2% | 120 |
|
|
2018
Q3 | $3.13M | Sell |
49,723
-127
| -0.3% | -$8K | 0.13% | 185 |
|
|
2018
Q2 | $3.24M | Buy |
49,850
+653
| +1% | +$42.4K | 0.14% | 175 |
|
|
2018
Q1 | $3.32M | Hold |
49,197
| – | – | 0.15% | 157 |
|
|
2017
Q4 | $3.32M | Buy |
49,197
+3,110
| +7% | +$210K | 0.15% | 156 |
|
|
2017
Q3 | $3.04M | Sell |
46,087
-27
| -0.1% | -$1.78K | 0.12% | 188 |
|
|
2017
Q2 | $2.98M | Buy |
46,114
+5,455
| +13% | +$353K | 0.13% | 186 |
|
|
2017
Q1 | $2.48M | Buy |
40,659
+1,760
| +5% | +$107K | 0.11% | 209 |
|
|
2016
Q4 | $2.25M | Buy |
38,899
+1,572
| +4% | +$91K | 0.11% | 207 |
|
|
2016
Q3 | $2.36M | Sell |
37,327
-3,386
| -8% | -$214K | 0.12% | 181 |
|
|
2016
Q2 | $2.77M | Buy |
40,713
+29,632
| +267% | +$2.01M | 0.15% | 137 |
|
|
2016
Q1 | $853K | Sell |
11,081
-6,246
| -36% | -$481K | 0.12% | 186 |
|
|
2015
Q4 | $1M | Buy |
+17,327
| New | +$1M | 0.07% | 310 |
|