Laurel Wealth Advisors (North Carolina)’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 | $396K | Buy |
24,703
+24,307
| +6,138% | +$390K | 0.01% | 364 |
|
|
2025
Q1 | $25K | Hold |
396
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $21.6K | Hold |
396
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $24.7K | Hold |
396
| – | – | ﹤0.01% | 384 |
|
|
2024
Q2 | $21.8K | Hold |
396
| – | – | ﹤0.01% | 369 |
|
|
2024
Q1 | $22.4K | Hold |
396
| – | – | ﹤0.01% | 370 |
|
|
2023
Q4 | $25.7K | Sell |
396
-8
| -2% | -$518 | ﹤0.01% | 340 |
|
|
2023
Q3 | $21.4K | Hold |
404
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $26.8K | Hold |
404
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $30.7K | Hold |
404
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $30.9K | Hold |
404
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $28K | Hold |
404
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $33K | Hold |
404
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $32K | Hold |
404
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $32K | Sell |
404
-205
| -34% | -$16.2K | 0.01% | 304 |
|
|
2021
Q3 | $44K | Sell |
609
-25
| -4% | -$1.81K | 0.01% | 278 |
|
|
2021
Q2 | $46K | Hold |
634
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $44K | Buy |
634
+25
| +4% | +$1.74K | 0.01% | 278 |
|
|
2020
Q4 | $42K | Hold |
609
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $39K | Hold |
609
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $40K | Hold |
609
| – | – | 0.01% | 249 |
|
|
2020
Q1 | $35K | Hold |
609
| – | – | 0.01% | 249 |
|
|
2019
Q4 | $48K | Hold |
609
| – | – | 0.02% | 246 |
|
|
2019
Q3 | $53K | Hold |
609
| – | – | 0.02% | 235 |
|
|
2019
Q2 | $48K | Hold |
609
| – | – | 0.02% | 239 |
|
|
2019
Q1 | $47K | Hold |
609
| – | – | 0.02% | 230 |
|
|
2018
Q4 | $39K | Buy |
+609
| New | +$39K | 0.02% | 236 |
|