Princeton Global Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-869
| Closed | -$54.1K | – | 691 |
|
|
2024
Q3 | $54.1K | Hold |
869
| – | – | 0.01% | 309 |
|
|
2024
Q2 | $47.8K | Hold |
869
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $49K | Hold |
869
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $56.3K | Sell |
869
-18
| -2% | -$1.17K | 0.01% | 250 |
|
|
2023
Q3 | $47K | Hold |
887
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $58.7K | Hold |
887
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $67.3K | Hold |
887
| – | – | 0.02% | 227 |
|
|
2022
Q4 | $68K | Hold |
887
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $61K | Hold |
887
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $72K | Hold |
887
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $70K | Hold |
887
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $71K | Hold |
887
| – | – | 0.02% | 231 |
|
|
2021
Q3 | $63K | Hold |
887
| – | – | 0.02% | 236 |
|
|
2021
Q2 | $65K | Hold |
887
| – | – | 0.02% | 237 |
|
|
2021
Q1 | $61K | Hold |
887
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $61K | Hold |
887
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $57K | Hold |
887
| – | – | 0.02% | 207 |
|
|
2020
Q2 | $58K | Hold |
887
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $50K | Hold |
887
| – | – | 0.02% | 234 |
|
|
2019
Q4 | $70 | Hold |
887
| – | – | 0.03% | 212 |
|
|
2019
Q3 | $79K | Hold |
887
| – | – | 0.05% | 181 |
|
|
2019
Q2 | $71K | Buy |
+887
| New | +$71K | 0.04% | 191 |
|