Ken Fisher’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
3,596
-901
| -20% | -$56.2K | ﹤0.01% | 944 |
|
|
2025
Q1 | $284K | Buy |
4,497
+459
| +11% | +$29K | ﹤0.01% | 906 |
|
|
2024
Q4 | $220K | Sell |
4,038
-397
| -9% | -$21.6K | ﹤0.01% | 931 |
|
|
2024
Q3 | $276K | Sell |
4,435
-555
| -11% | -$34.6K | ﹤0.01% | 847 |
|
|
2024
Q2 | $275K | Sell |
4,990
-1,984
| -28% | -$109K | ﹤0.01% | 895 |
|
|
2024
Q1 | $394K | Buy |
6,974
+163
| +2% | +$9.2K | ﹤0.01% | 814 |
|
|
2023
Q4 | $441K | Buy |
6,811
+70
| +1% | +$4.54K | ﹤0.01% | 801 |
|
|
2023
Q3 | $357K | Sell |
6,741
-1,125
| -14% | -$59.6K | ﹤0.01% | 898 |
|
|
2023
Q2 | $521K | Buy |
7,866
+1,256
| +19% | +$83.1K | ﹤0.01% | 863 |
|
|
2023
Q1 | $501K | Buy |
6,610
+403
| +6% | +$30.6K | ﹤0.01% | 850 |
|
|
2022
Q4 | $475K | Sell |
6,207
-2,036
| -25% | -$156K | ﹤0.01% | 843 |
|
|
2022
Q3 | $564K | Sell |
8,243
-1,531
| -16% | -$105K | ﹤0.01% | 736 |
|
|
2022
Q2 | $793K | Buy |
9,774
+3,910
| +67% | +$317K | ﹤0.01% | 647 |
|
|
2022
Q1 | $464K | Buy |
5,864
+198
| +3% | +$15.7K | ﹤0.01% | 743 |
|
|
2021
Q4 | $455K | Sell |
5,666
-754
| -12% | -$60.5K | ﹤0.01% | 782 |
|
|
2021
Q3 | $459K | Buy |
6,420
+580
| +10% | +$41.5K | ﹤0.01% | 739 |
|
|
2021
Q2 | $427K | Sell |
5,840
-172
| -3% | -$12.6K | ﹤0.01% | 744 |
|
|
2021
Q1 | $417K | Sell |
6,012
-1,053
| -15% | -$73K | ﹤0.01% | 732 |
|
|
2020
Q4 | $488K | Sell |
7,065
-2,660
| -27% | -$184K | ﹤0.01% | 713 |
|
|
2020
Q3 | $621K | Buy |
9,725
+3,921
| +68% | +$250K | ﹤0.01% | 621 |
|
|
2020
Q2 | $385K | Buy |
5,804
+360
| +7% | +$23.9K | ﹤0.01% | 688 |
|
|
2020
Q1 | $310K | Sell |
5,444
-614
| -10% | -$35K | ﹤0.01% | 678 |
|
|
2019
Q4 | $475K | Buy |
6,058
+363
| +6% | +$28.5K | ﹤0.01% | 670 |
|
|
2019
Q3 | $499K | Buy |
5,695
+18
| +0.3% | +$1.58K | ﹤0.01% | 687 |
|
|
2019
Q2 | $451K | Sell |
5,677
-1,032
| -15% | -$82K | ﹤0.01% | 679 |
|
|
2019
Q1 | $515K | Buy |
6,709
+1,085
| +19% | +$83.3K | ﹤0.01% | 640 |
|
|
2018
Q4 | $360K | Buy |
5,624
+1,567
| +39% | +$100K | ﹤0.01% | 692 |
|
|
2018
Q3 | $256K | Sell |
4,057
-542
| -12% | -$34.2K | ﹤0.01% | 734 |
|
|
2018
Q2 | $299K | Sell |
4,599
-990
| -18% | -$64.4K | ﹤0.01% | 706 |
|
|
2018
Q1 | $339K | Sell |
5,589
-10
| -0.2% | -$607 | ﹤0.01% | 662 |
|
|
2017
Q4 | $378K | Sell |
5,599
-502
| -8% | -$33.9K | ﹤0.01% | 692 |
|
|
2017
Q3 | $403K | Sell |
6,101
-916
| -13% | -$60.5K | ﹤0.01% | 645 |
|
|
2017
Q2 | $454K | Buy |
7,017
+1,940
| +38% | +$126K | ﹤0.01% | 605 |
|
|
2017
Q1 | $309K | Sell |
5,077
-307
| -6% | -$18.7K | ﹤0.01% | 622 |
|
|
2016
Q4 | $312K | Buy |
5,384
+153
| +3% | +$8.87K | ﹤0.01% | 620 |
|
|
2016
Q3 | $331K | Buy |
5,231
+154
| +3% | +$9.75K | ﹤0.01% | 618 |
|
|
2016
Q2 | $347K | Buy |
5,077
+1,633
| +47% | +$112K | ﹤0.01% | 603 |
|
|
2016
Q1 | $210K | Sell |
3,444
-53
| -2% | -$3.23K | ﹤0.01% | 653 |
|
|
2015
Q4 | $202K | Buy |
+3,497
| New | +$202K | ﹤0.01% | 696 |
|