Janiczek Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $75.9K | Buy |
1,370
+107
| +8% | +$5.93K | 0.02% | 339 |
|
|
2024
Q1 | $71.7K | Buy |
1,263
+296
| +31% | +$16.8K | 0.02% | 352 |
|
|
2023
Q4 | $63.1K | Buy |
967
+691
| +250% | +$45.1K | 0.02% | 354 |
|
|
2023
Q3 | $14.9K | Sell |
276
-267
| -49% | -$14.4K | ﹤0.01% | 562 |
|
|
2023
Q2 | $36.2K | Sell |
543
-479
| -47% | -$31.9K | 0.01% | 359 |
|
|
2023
Q1 | $71.4K | Buy |
1,022
+165
| +19% | +$11.5K | 0.02% | 260 |
|
|
2022
Q4 | $70.4K | Sell |
857
-270
| -24% | -$22.2K | 0.02% | 268 |
|
|
2022
Q3 | $78K | Buy |
1,127
+611
| +118% | +$42.3K | 0.03% | 241 |
|
|
2022
Q2 | $45K | Buy |
516
+18
| +4% | +$1.57K | 0.01% | 327 |
|
|
2022
Q1 | $39K | Buy |
498
+143
| +40% | +$11.2K | 0.01% | 343 |
|
|
2021
Q4 | $29K | Buy |
355
+90
| +34% | +$7.35K | 0.01% | 422 |
|
|
2021
Q3 | $19K | Sell |
265
-26
| -9% | -$1.86K | 0.01% | 471 |
|
|
2021
Q2 | $21K | Buy |
291
+76
| +35% | +$5.49K | 0.01% | 421 |
|
|
2021
Q1 | $15K | Buy |
215
+39
| +22% | +$2.72K | 0.01% | 460 |
|
|
2020
Q4 | $12K | Buy |
176
+106
| +151% | +$7.23K | 0.01% | 444 |
|
|
2020
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 411 |
|