IFAM
Institutional & Family Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $72.6K | Hold |
1,319
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $74.4K | Hold |
1,319
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $85.5K | Hold |
1,319
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $71.3K | Hold |
1,319
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $89.1K | Hold |
1,319
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $102K | Hold |
1,319
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $103K | Hold |
1,319
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $92K | Hold |
1,319
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $109K | Hold |
1,319
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $107K | Hold |
1,319
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $108K | Hold |
1,319
| – | – | 0.02% | 201 |
|
|
2021
Q3 | $96K | Hold |
1,319
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $98K | Hold |
1,319
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $93K | Hold |
1,319
| – | – | 0.02% | 275 |
|
|
2020
Q4 | $93K | Hold |
1,319
| – | – | 0.02% | 255 |
|
|
2020
Q3 | $86K | Hold |
1,319
| – | – | 0.02% | 233 |
|
|
2020
Q2 | $89K | Hold |
1,319
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $77K | Hold |
1,319
| – | – | 0.02% | 234 |
|
|
2019
Q4 | $106K | Hold |
1,319
| – | – | 0.02% | 222 |
|
|
2019
Q3 | $118K | Hold |
1,319
| – | – | 0.03% | 200 |
|
|
2019
Q2 | $107K | Hold |
1,319
| – | – | 0.02% | 216 |
|
|
2019
Q1 | $103K | Hold |
1,319
| – | – | 0.02% | 235 |
|
|
2018
Q4 | $86K | Sell |
1,319
-450
| -25% | -$29.3K | 0.02% | 251 |
|
|
2018
Q3 | $114K | Hold |
1,769
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $117K | Sell |
1,769
-858
| -33% | -$56.7K | 0.02% | 243 |
|
|
2018
Q1 | $163K | Sell |
2,627
-3,342
| -56% | -$207K | 0.03% | 183 |
|
|
2017
Q4 | $411K | Buy |
5,969
+1,600
| +37% | +$110K | 0.08% | 121 |
|
|
2017
Q3 | $294K | Buy |
4,369
+1,050
| +32% | +$70.7K | 0.06% | 146 |
|
|
2017
Q2 | $219K | Hold |
3,319
| – | – | 0.05% | 119 |
|
|
2017
Q1 | $207K | Buy |
+3,319
| New | +$207K | 0.06% | 119 |
|