IHT Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
9,039
-336
| -4% | -$21K | 0.02% | 658 |
|
|
2025
Q1 | $592K | Buy |
9,375
+1,738
| +23% | +$110K | 0.02% | 615 |
|
|
2024
Q4 | $416K | Sell |
7,637
-1,793
| -19% | -$97.7K | 0.01% | 739 |
|
|
2024
Q3 | $586K | Buy |
9,430
+1,723
| +22% | +$107K | 0.02% | 673 |
|
|
2024
Q2 | $424K | Sell |
7,707
-1,201
| -13% | -$66.1K | 0.02% | 683 |
|
|
2024
Q1 | $503K | Sell |
8,908
-1,463
| -14% | -$82.6K | 0.02% | 634 |
|
|
2023
Q4 | $672K | Sell |
10,371
-6,795
| -40% | -$440K | 0.03% | 506 |
|
|
2023
Q3 | $909K | Buy |
17,166
+1,439
| +9% | +$76.2K | 0.05% | 366 |
|
|
2023
Q2 | $1.04M | Sell |
15,727
-762
| -5% | -$50.4K | 0.05% | 333 |
|
|
2023
Q1 | $1.25M | Buy |
16,489
+225
| +1% | +$17.1K | 0.07% | 261 |
|
|
2022
Q4 | $1.24M | Buy |
16,264
+3,886
| +31% | +$297K | 0.08% | 255 |
|
|
2022
Q3 | $846K | Buy |
12,378
+4,231
| +52% | +$289K | 0.06% | 314 |
|
|
2022
Q2 | $661K | Buy |
8,147
+1,090
| +15% | +$88.4K | 0.06% | 315 |
|
|
2022
Q1 | $559K | Buy |
7,057
+568
| +9% | +$45K | 0.04% | 385 |
|
|
2021
Q4 | $521K | Sell |
6,489
-643
| -9% | -$51.6K | 0.04% | 425 |
|
|
2021
Q3 | $510K | Sell |
7,132
-1,300
| -15% | -$93K | 0.04% | 427 |
|
|
2021
Q2 | $616K | Sell |
8,432
-400
| -5% | -$29.2K | 0.04% | 457 |
|
|
2021
Q1 | $612K | Buy |
8,832
+1,270
| +17% | +$88K | 0.04% | 391 |
|
|
2020
Q4 | $523K | Buy |
7,562
+623
| +9% | +$43.1K | 0.04% | 393 |
|
|
2020
Q3 | $443K | Buy |
6,939
+293
| +4% | +$18.7K | 0.04% | 375 |
|
|
2020
Q2 | $440K | Sell |
6,646
-6,707
| -50% | -$444K | 0.06% | 312 |
|
|
2020
Q1 | $760K | Sell |
13,353
-15,048
| -53% | -$856K | 0.11% | 200 |
|
|
2019
Q4 | $2.23M | Sell |
28,401
-3,886
| -12% | -$305K | 0.26% | 87 |
|
|
2019
Q3 | $2.82M | Sell |
32,287
-138
| -0.4% | -$12K | 0.38% | 59 |
|
|
2019
Q2 | $2.6M | Sell |
32,425
-2,144
| -6% | -$172K | 0.38% | 59 |
|
|
2019
Q1 | $2.65M | Sell |
34,569
-617
| -2% | -$47.3K | 0.44% | 48 |
|
|
2018
Q4 | $2.25M | Buy |
+35,186
| New | +$2.25M | 0.43% | 55 |
|
|
2018
Q2 | – | Sell |
-1,248
| Closed | -$75K | – | 1379 |
|
|
2018
Q1 | $75K | Buy |
1,248
+116
| +10% | +$6.97K | 0.02% | 563 |
|
|
2017
Q4 | $75K | Buy |
1,132
+466
| +70% | +$30.9K | 0.02% | 573 |
|
|
2017
Q3 | $45K | Sell |
666
-605
| -48% | -$40.9K | 0.02% | 551 |
|
|
2017
Q2 | $1 | Buy |
1,271
+6
| +0.5% | – | ﹤0.01% | 1379 |
|
|
2017
Q1 | $77K | Buy |
1,265
+618
| +96% | +$37.6K | 0.05% | 324 |
|
|
2016
Q4 | $38K | Buy |
+647
| New | +$38K | 0.03% | 446 |
|