Ken Fisher’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $793K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $459K | Buy |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $621K | Buy |
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|
2020
Q2 | $385K | Buy |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $499K | Buy |
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|
2019
Q2 | $451K | Sell |
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|
2019
Q1 | $515K | Buy |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | $256K | Sell |
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|
2018
Q2 | $299K | Sell |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $378K | Sell |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $454K | Buy |
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|
2017
Q1 | $309K | Sell |
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|
2016
Q4 | $312K | Buy |
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|
2016
Q3 | $331K | Buy |
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|
2016
Q2 | $347K | Buy |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $202K | Buy |
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