Laurel Wealth Advisors (California)’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
2022 Q4	$663K	Sell	8,666 -10	-0.1%	-$751	0.07%	303
2022 Q3	$593K	Buy	8,676 +20	+0.2%	+$1.64K	0.06%	310
2022 Q2	$702K	Hold	8,656	–	–	0.07%	279
2022 Q1	$685K	Buy	8,656 +41	+0.5%	+$3.15K	0.06%	334
2021 Q4	$692K	Buy	8,615 +2,618	+44%	+$200K	0.05%	349
2021 Q3	$429K	Hold	5,997	–	–	0.08%	265
2021 Q2	$438K	Hold	5,997	–	–	0.06%	308
2021 Q1	$416K	Sell	5,997 -205	-3%	-$13.7K	0.06%	287
2020 Q4	$429K	Buy	6,202 +51	+0.8%	+$3.41K	0.06%	276
2020 Q3	$393K	Buy	6,151 +1,356	+28%	+$91.4K	0.06%	259
2020 Q2	$318K	Hold	4,795	–	–	0.06%	276
2020 Q1	$273K	Hold	4,795	–	–	0.06%	292
2019 Q4	$376K	Sell	4,795 -2,961	-38%	-$248K	0.07%	306
2019 Q3	$680K	Buy	7,756 +919	+13%	+$78.3K	0.12%	196
2019 Q2	$544K	Sell	6,837 -607	-8%	-$48.1K	0.12%	190
2019 Q1	$571K	Sell	7,444 -458	-6%	-$33K	0.14%	166
2018 Q4	$505K	Sell	7,902 -1,021	-11%	-$66.4K	0.15%	158
2018 Q3	$562K	Buy	8,923 +460	+5%	+$29.6K	0.14%	168
2018 Q2	$549K	Sell	8,463 -102	-1%	-$6.46K	0.15%	155
2018 Q1	$520K	Buy	8,565 +204	+2%	+$12.6K	0.16%	151
2017 Q4	$564K	Hold	8,361	–	–	0.16%	153
2017 Q3	$551K	Buy	8,361 +3,049	+57%	+$203K	0.19%	132
2017 Q2	$343K	Buy	+5,312	New	+$336K	0.12%	194
2016 Q4	–	Sell	-4,799	Closed	-$303K	–	305
2016 Q3	$303K	Sell	4,799 -51	-1%	-$3.4K	0.15%	173
2016 Q2	$330K	Hold	4,850	–	–	0.16%	161
2016 Q1	$296K	Hold	4,850	–	–	0.15%	172
2015 Q4	$280K	Buy	+4,850	New	+$291K	0.15%	187