Mutual Advisors’s W.P. Carey WPC Stock Holding History

Mutual Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Buy	22,778 +795	+4%	+$51.4K	0.04%	390
2025 Q1	$1.33M	Buy	21,983 +3,090	+16%	+$187K	0.04%	373
2024 Q4	$1.05M	Sell	18,893 -7,534	-29%	-$418K	0.03%	466
2024 Q3	$1.55M	Sell	26,427 -1,744	-6%	-$102K	0.05%	337
2024 Q2	$1.72M	Sell	28,171 -1,508	-5%	-$91.9K	0.05%	309
2024 Q1	$1.68M	Buy	29,679 +4,065	+16%	+$229K	0.05%	320
2023 Q4	$1.66M	Sell	25,614 -3,621	-12%	-$235K	0.06%	316
2023 Q3	$1.58M	Sell	29,235 -38,347	-57%	-$2.07M	0.06%	308
2023 Q2	$4.57M	Sell	67,582 -16,134	-19%	-$1.09M	0.17%	114
2023 Q1	$6.48M	Sell	83,716 -199	-0.2%	-$15.4K	0.27%	80
2022 Q4	$6.56M	Buy	83,915 +1,466	+2%	+$115K	0.29%	71
2022 Q3	$5.76M	Buy	82,449 +19,729	+31%	+$1.38M	0.3%	67
2022 Q2	$5.2M	Sell	62,720 -435	-0.7%	-$36K	0.34%	63
2022 Q1	$5.11M	Buy	63,155 +2,604	+4%	+$210K	0.29%	72
2021 Q4	$4.97M	Buy	60,551 +1,030	+2%	+$84.5K	0.26%	80
2021 Q3	$4.35M	Buy	59,521 +4,456	+8%	+$325K	0.26%	94
2021 Q2	$4.11M	Buy	55,065 +2,753	+5%	+$205K	0.24%	102
2021 Q1	$3.7M	Buy	52,312 +3,937	+8%	+$279K	0.25%	91
2020 Q4	$3.41M	Sell	48,375 -565	-1%	-$39.9K	0.25%	87
2020 Q3	$3.19M	Sell	48,940 -14,899	-23%	-$971K	0.28%	81
2020 Q2	$4.32M	Buy	63,839 +1,048	+2%	+$70.9K	0.42%	50
2020 Q1	$3.65M	Sell	62,791 -28,470	-31%	-$1.65M	0.49%	40
2019 Q4	$7.31M	Sell	91,261 -4,686	-5%	-$375K	0.78%	22
2019 Q3	$8.59M	Sell	95,947 -2,738	-3%	-$245K	1.13%	12
2019 Q2	$8.01M	Buy	98,685 +1,113	+1%	+$90.4K	1.04%	12
2019 Q1	$7.64M	Buy	97,572 +16,033	+20%	+$1.26M	1.13%	13
2018 Q4	$5.33M	Buy	81,539 +52,379	+180%	+$3.42M	1.05%	14
2018 Q3	$1.88M	Buy	29,160 +6,358	+28%	+$409K	0.28%	78
2018 Q2	$1.51M	Sell	22,802 -218	-0.9%	-$14.5K	0.35%	82
2018 Q1	$1.43M	Buy	23,020 +965	+4%	+$59.8K	0.36%	76
2017 Q4	$1.52M	Buy	+22,055	New	+$1.52M	0.57%	47