RDFA
Ritter Daniher Financial Advisory’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
293
| – | – | ﹤0.01% | 235 |
|
|
2025
Q1 | $18.5K | Hold |
293
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $16K | Hold |
293
| – | – | ﹤0.01% | 220 |
|
|
2024
Q3 | $18.3K | Sell |
293
-250
| -46% | -$15.6K | 0.01% | 209 |
|
|
2024
Q2 | $29.9K | Hold |
543
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $30.6K | Hold |
543
| – | – | 0.01% | 179 |
|
|
2023
Q4 | $35.2K | Hold |
543
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $29.4K | Hold |
543
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $36.7K | Hold |
543
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $42.1K | Hold |
543
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $42.4K | Hold |
543
| – | – | 0.02% | 156 |
|
|
2022
Q3 | $38K | Sell |
543
-1,735
| -76% | -$121K | 0.03% | 129 |
|
|
2022
Q2 | $189K | Hold |
2,278
| – | – | 0.13% | 65 |
|
|
2022
Q1 | $184K | Hold |
2,278
| – | – | 0.13% | 60 |
|
|
2021
Q4 | $187K | Hold |
2,278
| – | – | 0.12% | 60 |
|
|
2021
Q3 | $166K | Sell |
2,278
-938
| -29% | -$68.4K | 0.12% | 62 |
|
|
2021
Q2 | $240K | Hold |
3,216
| – | – | 0.18% | 51 |
|
|
2021
Q1 | $228K | Hold |
3,216
| – | – | 0.18% | 49 |
|
|
2020
Q4 | $227K | Buy |
+3,216
| New | +$227K | 0.2% | 47 |
|