Ritholtz Wealth 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 |
-3,246
| Closed | -$202K | – | 914 |
|
|
2024
Q3 | $202K | Buy |
+3,246
| New | +$202K | 0.01% | 811 |
|
|
2024
Q1 | – | Sell |
-3,206
| Closed | -$208K | – | 830 |
|
|
2023
Q4 | $208K | Buy |
+3,206
| New | +$208K | 0.01% | 696 |
|
|
2023
Q3 | – | Sell |
-3,640
| Closed | -$241K | – | 746 |
|
|
2023
Q2 | $241K | Buy |
3,640
+980
| +37% | +$64.8K | 0.01% | 589 |
|
|
2023
Q1 | $202K | Sell |
2,660
-623
| -19% | -$47.3K | 0.01% | 602 |
|
|
2022
Q4 | $251K | Sell |
3,283
-2,169
| -40% | -$166K | 0.01% | 493 |
|
|
2022
Q3 | $373K | Buy |
+5,452
| New | +$373K | 0.02% | 474 |
|
|
2021
Q3 | – | Sell |
-4,321
| Closed | -$316K | – | 549 |
|
|
2021
Q2 | $316K | Buy |
+4,321
| New | +$316K | 0.02% | 354 |
|
|
2020
Q1 | – | Sell |
-3,840
| Closed | -$301K | – | 201 |
|
|
2019
Q4 | $301K | Buy |
3,840
+1,117
| +41% | +$87.6K | 0.04% | 113 |
|
|
2019
Q3 | $239K | Hold |
2,723
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $217K | Hold |
2,723
| – | – | 0.04% | 117 |
|
|
2019
Q1 | $209K | Buy |
+2,723
| New | +$209K | 0.04% | 122 |
|