JWM
Jackson Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,233
| Closed | -$330K | – | 173 |
|
|
2025
Q1 | $330K | Hold |
5,233
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $285K | Sell |
5,233
-151
| -3% | -$8.22K | 0.03% | 133 |
|
|
2024
Q3 | $335K | Buy |
5,384
+801
| +17% | +$49.8K | 0.04% | 115 |
|
|
2024
Q2 | $252K | Sell |
4,583
-650
| -12% | -$35.7K | 0.05% | 107 |
|
|
2024
Q1 | $295K | Sell |
5,233
-400
| -7% | -$22.5K | 0.04% | 114 |
|
|
2023
Q4 | $365K | Hold |
5,633
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $305K | Hold |
5,633
| – | – | 0.04% | 119 |
|
|
2023
Q2 | $381K | Hold |
5,633
| – | – | 0.06% | 104 |
|
|
2023
Q1 | $436K | Buy |
+5,633
| New | +$436K | 0.33% | 89 |
|
|
2022
Q4 | – | Sell |
-5,633
| Closed | -$393K | – | 118 |
|
|
2022
Q3 | $393K | Buy |
5,633
+1,050
| +23% | +$73.3K | 0.08% | 93 |
|
|
2022
Q2 | $380K | Sell |
4,583
-1,050
| -19% | -$87.1K | 0.18% | 82 |
|
|
2022
Q1 | $455K | Hold |
5,633
| – | – | 0.06% | 104 |
|
|
2021
Q4 | $462K | Buy |
+5,633
| New | +$462K | 0.06% | 105 |
|
|
2021
Q3 | – | Sell |
-5,656
| Closed | -$422K | – | 127 |
|
|
2021
Q2 | $422K | Hold |
5,656
| – | – | 0.05% | 109 |
|
|
2021
Q1 | $400K | Hold |
5,656
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $399K | Hold |
5,656
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $369K | Hold |
5,656
| – | – | 0.06% | 114 |
|
|
2020
Q2 | $383K | Hold |
5,656
| – | – | 0.07% | 117 |
|
|
2020
Q1 | $350K | Buy |
+5,656
| New | +$350K | 0.07% | 101 |
|
|
2019
Q4 | – | Sell |
-5,399
| Closed | -$490K | – | 156 |
|
|
2019
Q3 | $490K | Buy |
+5,399
| New | +$490K | 0.1% | 113 |
|