IWA
Inspirion Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
23,879
-2,421
| -9% | -$151K | 0.2% | 51 |
|
|
2025
Q1 | $1.66M | Sell |
26,300
-3,783
| -13% | -$239K | 0.23% | 42 |
|
|
2024
Q4 | $1.65M | Sell |
30,083
-4,096
| -12% | -$225K | 0.23% | 41 |
|
|
2024
Q3 | $2.13M | Sell |
34,179
-2,208
| -6% | -$138K | 0.3% | 35 |
|
|
2024
Q2 | $2M | Sell |
36,387
-974
| -3% | -$53.6K | 0.31% | 36 |
|
|
2024
Q1 | $2.11M | Sell |
37,361
-2,549
| -6% | -$144K | 0.35% | 35 |
|
|
2023
Q4 | $2.63M | Sell |
39,910
-12,240
| -23% | -$806K | 0.47% | 30 |
|
|
2023
Q3 | $2.82M | Sell |
52,150
-3,173
| -6% | -$172K | 0.55% | 30 |
|
|
2023
Q2 | $3.74M | Sell |
55,323
-558
| -1% | -$37.7K | 0.72% | 24 |
|
|
2023
Q1 | $4.33M | Sell |
55,881
-1,543
| -3% | -$120K | 0.87% | 22 |
|
|
2022
Q4 | $4.49M | Sell |
57,424
-5,020
| -8% | -$392K | 0.95% | 24 |
|
|
2022
Q3 | $4.36M | Sell |
62,444
-982
| -2% | -$68.6K | 0.98% | 23 |
|
|
2022
Q2 | $5.26M | Sell |
63,426
-840
| -1% | -$69.6K | 1.15% | 21 |
|
|
2022
Q1 | $5.2M | Sell |
64,266
-1,802
| -3% | -$146K | 1.06% | 20 |
|
|
2021
Q4 | $5.42M | Sell |
66,068
-3,404
| -5% | -$279K | 1.14% | 18 |
|
|
2021
Q3 | $5.07M | Sell |
69,472
-107
| -0.2% | -$7.82K | 1.17% | 19 |
|
|
2021
Q2 | $5.19M | Sell |
69,579
-1,287
| -2% | -$96K | 1.28% | 17 |
|
|
2021
Q1 | $5.01M | Sell |
70,866
-986
| -1% | -$69.8K | 1.33% | 17 |
|
|
2020
Q4 | $5.07M | Sell |
71,852
-2,584
| -3% | -$182K | 1.43% | 15 |
|
|
2020
Q3 | $4.85M | Sell |
74,436
-987
| -1% | -$64.3K | 1.67% | 13 |
|
|
2020
Q2 | $5.1M | Sell |
75,423
-6,708
| -8% | -$454K | 2% | 12 |
|
|
2020
Q1 | $4.77M | Sell |
82,131
-5,235
| -6% | -$304K | 2.35% | 11 |
|
|
2019
Q4 | $6.99M | Sell |
87,366
-7,535
| -8% | -$603K | 2.36% | 12 |
|
|
2019
Q3 | $8.49M | Sell |
94,901
-4,998
| -5% | -$447K | 3.72% | 10 |
|
|
2019
Q2 | $8.11M | Sell |
99,899
-8,770
| -8% | -$712K | 3.5% | 10 |
|
|
2019
Q1 | $8.51M | Sell |
108,669
-8,734
| -7% | -$684K | 3.77% | 10 |
|
|
2018
Q4 | $7.67M | Buy |
117,403
+83,276
| +244% | +$5.44M | 3.83% | 10 |
|
|
2018
Q3 | $2.2M | Sell |
34,127
-449
| -1% | -$28.9K | 0.93% | 20 |
|
|
2018
Q2 | $2.29M | Hold |
34,576
| – | – | 1.08% | 16 |
|
|
2018
Q1 | $2.14M | Sell |
34,576
-100
| -0.3% | -$6.2K | 1.05% | 18 |
|
|
2017
Q4 | $2.39M | Sell |
34,676
-548
| -2% | -$37.8K | 1.16% | 15 |
|
|
2017
Q3 | $2.37M | Sell |
35,224
-144
| -0.4% | -$9.71K | 1.2% | 15 |
|
|
2017
Q2 | $2.34M | Sell |
35,368
-200
| -0.6% | -$13.2K | 1.27% | 14 |
|
|
2017
Q1 | $2.21M | Sell |
35,568
-359
| -1% | -$22.3K | 1.25% | 15 |
|
|
2016
Q4 | $2.12M | Hold |
35,927
| – | – | 1.35% | 15 |
|
|
2016
Q3 | $2.32M | Sell |
35,927
-855
| -2% | -$55.2K | 1.5% | 13 |
|
|
2016
Q2 | $2.55M | Buy |
36,782
+841
| +2% | +$58.4K | 1.67% | 12 |
|
|
2016
Q1 | $2.24M | Hold |
35,941
| – | – | 1.57% | 14 |
|
|
2015
Q4 | $2.12M | Sell |
35,941
-609
| -2% | -$35.9K | 1.56% | 12 |
|
|
2015
Q3 | $2.11M | Sell |
36,550
-863
| -2% | -$49.9K | 1.67% | 11 |
|
|
2015
Q2 | $2.21M | Sell |
37,413
-466
| -1% | -$27.5K | 1.63% | 14 |
|
|
2015
Q1 | $2.58M | Sell |
37,879
-7,403
| -16% | -$503K | 2.07% | 12 |
|
|
2014
Q4 | $3.17M | Buy |
+45,282
| New | +$3.17M | 2.94% | 10 |
|