IA
IFS Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99K | Hold |
48
| – | – | ﹤0.01% | 127 |
|
|
2025
Q1 | $3.03K | Hold |
48
| – | – | ﹤0.01% | 145 |
|
|
2024
Q4 | $2.62K | Hold |
48
| – | – | ﹤0.01% | 139 |
|
|
2024
Q3 | $2.99K | Hold |
48
| – | – | ﹤0.01% | 111 |
|
|
2024
Q2 | $2.64K | Hold |
48
| – | – | ﹤0.01% | 109 |
|
|
2024
Q1 | $2.71K | Hold |
48
| – | – | ﹤0.01% | 107 |
|
|
2023
Q4 | $3.11K | Hold |
48
| – | – | ﹤0.01% | 97 |
|
|
2023
Q3 | $2.6K | Hold |
48
| – | – | ﹤0.01% | 97 |
|
|
2023
Q2 | $3.24K | Hold |
48
| – | – | 0.01% | 93 |
|
|
2023
Q1 | $3.72K | Hold |
48
| – | – | 0.02% | 75 |
|
|
2022
Q4 | $3.75K | Hold |
48
| – | – | 0.01% | 79 |
|
|
2022
Q3 | $3K | Hold |
48
| – | – | 0.01% | 76 |
|
|
2022
Q2 | $3K | Hold |
48
| – | – | 0.01% | 77 |
|
|
2022
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 92 |
|
|
2021
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 99 |
|
|
2021
Q1 | – | Sell |
-48
| Closed | -$3K | – | 150 |
|
|
2020
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 142 |
|