Plante Moran Financial Advisors’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
Q1 | – | Sell |
-132
| Closed | -$7.19K | – | 995 |
|
|
2024
Q4 | $7.19K | Buy |
+132
| New | +$7.19K | ﹤0.01% | 636 |
|
|
2021
Q4 | – | Sell |
-718
| Closed | -$51K | – | 1126 |
|
|
2021
Q3 | $51K | Hold |
718
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $52K | Hold |
718
| – | – | 0.01% | 365 |
|
|
2021
Q1 | $50K | Hold |
718
| – | – | 0.01% | 371 |
|
|
2020
Q4 | $50K | Hold |
718
| – | – | 0.02% | 365 |
|
|
2020
Q3 | $46K | Hold |
718
| – | – | 0.02% | 337 |
|
|
2020
Q2 | $48K | Hold |
718
| – | – | 0.02% | 297 |
|
|
2020
Q1 | $41K | Hold |
718
| – | – | 0.02% | 286 |
|
|
2019
Q4 | $56K | Hold |
718
| – | – | 0.02% | 307 |
|
|
2019
Q3 | $63K | Hold |
718
| – | – | 0.02% | 306 |
|
|
2019
Q2 | $57K | Hold |
718
| – | – | 0.02% | 312 |
|
|
2019
Q1 | $55K | Hold |
718
| – | – | 0.02% | 312 |
|
|
2018
Q4 | $46K | Hold |
718
| – | – | 0.02% | 302 |
|
|
2018
Q3 | $45K | Hold |
718
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $47K | Hold |
718
| – | – | 0.02% | 336 |
|
|
2018
Q1 | $44K | Hold |
718
| – | – | 0.02% | 366 |
|
|
2017
Q4 | $48K | Buy |
+718
| New | +$48K | 0.03% | 357 |
|