IWP
Insight Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
3,856
| – | – | 0.09% | 96 |
|
|
2025
Q1 | $243K | Hold |
3,856
| – | – | 0.04% | 94 |
|
|
2024
Q4 | $210K | Buy |
3,856
+36
| +0.9% | +$1.96K | 0.03% | 88 |
|
|
2024
Q3 | $238K | Sell |
3,820
-1,301
| -25% | -$81.1K | 0.05% | 86 |
|
|
2024
Q2 | $282K | Sell |
5,121
-3,056
| -37% | -$168K | 0.05% | 74 |
|
|
2024
Q1 | $462K | Sell |
8,177
-335
| -4% | -$18.9K | 0.08% | 57 |
|
|
2023
Q4 | $552K | Sell |
8,512
-730
| -8% | -$47.3K | 0.1% | 46 |
|
|
2023
Q3 | $500K | Hold |
9,242
| – | – | 0.1% | 47 |
|
|
2023
Q2 | $624K | Hold |
9,242
| – | – | 0.14% | 43 |
|
|
2023
Q1 | $716K | Sell |
9,242
-590
| -6% | -$45.7K | 0.16% | 31 |
|
|
2022
Q4 | $768K | Hold |
9,832
| – | – | 0.57% | 27 |
|
|
2022
Q3 | $686K | Hold |
9,832
| – | – | 0.65% | 27 |
|
|
2022
Q2 | $815K | Sell |
9,832
-182
| -2% | -$15.1K | 0.61% | 28 |
|
|
2022
Q1 | $810K | Hold |
10,014
| – | – | 0.45% | 31 |
|
|
2021
Q4 | $822K | Hold |
10,014
| – | – | 0.15% | 30 |
|
|
2021
Q3 | $731K | Hold |
10,014
| – | – | 0.39% | 30 |
|
|
2021
Q2 | $747K | Sell |
10,014
-672
| -6% | -$50.1K | 0.4% | 29 |
|
|
2021
Q1 | $756K | Sell |
10,686
-297
| -3% | -$21K | 0.37% | 27 |
|
|
2020
Q4 | $775K | Hold |
10,983
| – | – | 0.47% | 28 |
|
|
2020
Q3 | $716K | Hold |
10,983
| – | – | 0.68% | 28 |
|
|
2020
Q2 | $743K | Hold |
10,983
| – | – | 0.76% | 19 |
|
|
2020
Q1 | $638K | Sell |
10,983
-120
| -1% | -$6.97K | 0.83% | 22 |
|
|
2019
Q4 | $889K | Buy |
+11,103
| New | +$889K | 0.88% | 19 |
|