IA
Inspire Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
4,802
-637
| -12% | -$39.7K | 0.03% | 379 |
|
|
2025
Q1 | $343K | Sell |
5,439
-269
| -5% | -$17K | 0.04% | 324 |
|
|
2024
Q4 | $311K | Sell |
5,708
-1,680
| -23% | -$91.5K | 0.04% | 298 |
|
|
2024
Q3 | $460K | Sell |
7,388
-874
| -11% | -$54.5K | 0.06% | 252 |
|
|
2024
Q2 | $455K | Sell |
8,262
-27
| -0.3% | -$1.49K | 0.06% | 229 |
|
|
2024
Q1 | $468K | Buy |
8,289
+1,867
| +29% | +$105K | 0.06% | 219 |
|
|
2023
Q4 | $416K | Sell |
6,422
-73
| -1% | -$4.73K | 0.06% | 213 |
|
|
2023
Q3 | $351K | Buy |
6,495
+2,605
| +67% | +$141K | 0.06% | 174 |
|
|
2023
Q2 | $263K | Sell |
3,890
-780
| -17% | -$52.7K | 0.05% | 191 |
|
|
2023
Q1 | $362K | Buy |
4,670
+23
| +0.5% | +$1.78K | 0.08% | 97 |
|
|
2022
Q4 | $363K | Sell |
4,647
-17
| -0.4% | -$1.33K | 0.09% | 84 |
|
|
2022
Q3 | $326K | Buy |
4,664
+1,125
| +32% | +$78.6K | 0.09% | 52 |
|
|
2022
Q2 | $293K | Sell |
3,539
-194
| -5% | -$16.1K | 0.08% | 45 |
|
|
2022
Q1 | $302K | Buy |
3,733
+64
| +2% | +$5.18K | 0.08% | 62 |
|
|
2021
Q4 | $301K | Buy |
3,669
+207
| +6% | +$17K | 0.09% | 63 |
|
|
2021
Q3 | $253K | Buy |
3,462
+667
| +24% | +$48.7K | 0.08% | 54 |
|
|
2021
Q2 | $209K | Buy |
+2,795
| New | +$209K | 0.07% | 77 |
|
|
2021
Q1 | – | Sell |
-1,224
| Closed | -$86K | – | 738 |
|
|
2020
Q4 | $86K | Buy |
+1,224
| New | +$86K | 0.03% | 150 |
|