Mark Sheptoff Financial Planning’s W.P. Carey WPC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-558	Closed	-$30.7K	–	461
2024 Q2	$30.7K	Hold	558	–	–	0.02%	219
2024 Q1	$31.5K	Hold	558	–	–	0.02%	202
2023 Q4	$36.2K	Sell	558 -12	-2%	-$778	0.02%	185
2023 Q3	$30.2K	Sell	570 -694	-55%	-$36.8K	0.02%	184
2023 Q2	$83.7K	Hold	1,264	–	–	0.05%	126
2023 Q1	$95.9K	Hold	1,264	–	–	0.06%	116
2022 Q4	$96.8K	Buy	+1,264	New	+$96.8K	0.06%	113
2021 Q4	–	Sell	-4,657	Closed	-$333K	–	481
2021 Q3	$333K	Buy	4,657 +204	+5%	+$14.6K	0.18%	79
2021 Q2	$325K	Hold	4,453	–	–	0.17%	77
2021 Q1	$309K	Hold	4,453	–	–	0.18%	76
2020 Q4	$308K	Hold	4,453	–	–	0.18%	77
2020 Q3	$284K	Sell	4,453 -168	-4%	-$10.7K	0.17%	73
2020 Q2	$306K	Sell	4,621 -211	-4%	-$14K	0.2%	73
2020 Q1	$275K	Hold	4,832	–	–	0.21%	67
2019 Q4	$379K	Hold	4,832	–	–	0.24%	67
2019 Q3	$424K	Buy	4,832 +168	+4%	+$14.7K	0.29%	57
2019 Q2	$371K	Hold	4,664	–	–	0.25%	69
2019 Q1	$358K	Hold	4,664	–	–	0.26%	70
2018 Q4	$298K	Hold	4,664	–	–	0.25%	66
2018 Q3	$294K	Hold	4,664	–	–	0.2%	83
2018 Q2	$303K	Hold	4,664	–	–	0.22%	82
2018 Q1	$283K	Sell	4,664 -257	-5%	-$15.6K	0.2%	87
2017 Q4	$332K	Sell	4,921 -153	-3%	-$10.3K	0.22%	88
2017 Q3	$335K	Sell	5,074 -102	-2%	-$6.73K	0.22%	87
2017 Q2	$335K	Sell	5,176 -1	-0%	-$65	0.23%	85
2017 Q1	$315K	Buy	5,177 +1	+0%	+$61	0.22%	83
2016 Q4	$300K	Hold	5,176	–	–	0.22%	82
2016 Q3	$327K	Hold	5,176	–	–	0.24%	73
2016 Q2	$352K	Hold	5,176	–	–	0.26%	70
2016 Q1	$316K	Hold	5,176	–	–	0.26%	69
2015 Q4	$299K	Hold	5,176	–	–	0.24%	79
2015 Q3	$293K	Hold	5,176	–	–	0.26%	77
2015 Q2	$299K	Sell	5,176 -307	-6%	-$17.7K	0.24%	85
2015 Q1	$365K	Hold	5,483	–	–	0.3%	73
2014 Q4	$376K	Sell	5,483 -408	-7%	-$28K	0.33%	71
2014 Q3	$368K	Hold	5,891	–	–	0.33%	77
2014 Q2	$372K	Sell	5,891 -1,532	-21%	-$96.7K	0.32%	76
2014 Q1	$437K	Buy	+7,423	New	+$437K	0.39%	65