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 |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $702K | Hold |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $429K | Hold |
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|
2021
Q2 | $438K | Hold |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $273K | Hold |
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|
2019
Q4 | $376K | Sell |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $544K | Sell |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $505K | Sell |
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|
2018
Q3 | $562K | Buy |
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|
2018
Q2 | $549K | Sell |
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|
2018
Q1 | $520K | Buy |
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|
2017
Q4 | $564K | Hold |
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|
2017
Q3 | $551K | Buy |
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|
2017
Q2 | $343K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $303K | Sell |
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|
2016
Q2 | $330K | Hold |
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $280K | Buy |
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