Mariner Independent Advisor Network’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
Q3
$1.95M Buy
2022
Q2
$2.04M Buy
2022
Q1
$1.88M Buy
2021
Q4
$1.85M Sell
2021
Q3
$1.75M Buy
2021
Q2
$1.71M Buy
2021
Q1
$1.54M Buy
2020
Q4
$1.35M Buy
2020
Q3
$776K Sell
2020
Q2
$910K Sell
2020
Q1
$798K Sell
2019
Q4
$1.29M Buy
2019
Q3
$1.36M Sell
2019
Q2
$1.46M Buy
2019
Q1
$1.33M Sell
2018
Q4
$1.16M Buy
2018
Q2
Sell
2018
Q1
$2.5M Buy
2017
Q4
$1.46M Buy
2016
Q2
Sell
2016
Q1
$1.2M Buy