J.P. Morgan Private Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.17M | Sell |
41,017
-5,567
| -12% | -$295K | 0.01% | 710 |
|
|
2023
Q2 | $3.08M | Sell |
46,584
-55,328
| -54% | -$3.66M | 0.02% | 445 |
|
|
2023
Q1 | $7.73M | Buy |
101,912
+14,464
| +17% | +$1.1M | 0.02% | 488 |
|
|
2022
Q4 | $6.69M | Sell |
87,448
-9,704
| -10% | -$743K | 0.01% | 513 |
|
|
2022
Q3 | $6.64M | Buy |
97,152
+7,059
| +8% | +$483K | 0.02% | 485 |
|
|
2022
Q2 | $7.31M | Buy |
90,093
+25,327
| +39% | +$2.06M | 0.02% | 483 |
|
|
2022
Q1 | $5.13M | Buy |
64,766
+22,670
| +54% | +$1.79M | 0.01% | 605 |
|
|
2021
Q4 | $3.38M | Buy |
42,096
+6,202
| +17% | +$498K | 0.01% | 728 |
|
|
2021
Q3 | $2.57M | Buy |
35,894
+4,971
| +16% | +$356K | 0.01% | 797 |
|
|
2021
Q2 | $2.26M | Buy |
30,923
+8,727
| +39% | +$638K | 0.01% | 824 |
|
|
2021
Q1 | $1.54M | Buy |
22,196
+1,240
| +6% | +$85.9K | 0.01% | 866 |
|
|
2020
Q4 | $1.45M | Sell |
20,956
-3,998
| -16% | -$276K | ﹤0.01% | 861 |
|
|
2020
Q3 | $1.59M | Buy |
24,954
+3,181
| +15% | +$203K | 0.01% | 717 |
|
|
2020
Q2 | $1.44M | Buy |
21,773
+4,865
| +29% | +$322K | 0.01% | 683 |
|
|
2020
Q1 | $962K | Buy |
16,908
+6,650
| +65% | +$378K | 0.01% | 725 |
|
|
2019
Q4 | $804K | Buy |
10,258
+2,178
| +27% | +$171K | ﹤0.01% | 879 |
|
|
2019
Q3 | $708K | Buy |
8,080
+1,161
| +17% | +$102K | ﹤0.01% | 884 |
|
|
2019
Q2 | $550K | Sell |
6,919
-3,916
| -36% | -$311K | ﹤0.01% | 948 |
|
|
2019
Q1 | $831K | Sell |
10,835
-155
| -1% | -$11.9K | ﹤0.01% | 853 |
|
|
2018
Q4 | $703K | Sell |
10,990
-19,205
| -64% | -$1.23M | ﹤0.01% | 857 |
|
|
2018
Q3 | $1.9M | Buy |
30,195
+2,935
| +11% | +$185K | 0.01% | 642 |
|
|
2018
Q2 | $1.77M | Buy |
+27,260
| New | +$1.77M | 0.01% | 631 |
|