Ritter Daniher Financial Advisory’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
|
|||||
|
2025
Q1 | $18.5K | Hold |
|
|||||
|
2024
Q4 | $16K | Hold |
|
|||||
|
2024
Q3 | $18.3K | Sell |
|
|||||
|
2024
Q2 | $29.9K | Hold |
|
|||||
|
2024
Q1 | $30.6K | Hold |
|
|||||
|
2023
Q4 | $35.2K | Sell |
|
|||||
|
2023
Q3 | $29.4K | Hold |
|
|||||
|
2023
Q2 | $36.7K | Hold |
|
|||||
|
2023
Q1 | $42.1K | Hold |
|
|||||
|
2022
Q4 | $42.4K | Hold |
|
|||||
|
2022
Q3 | $38K | Sell |
|
|||||
|
2022
Q2 | $189K | Hold |
|
|||||
|
2022
Q1 | $184K | Hold |
|
|||||
|
2021
Q4 | $187K | Hold |
|
|||||
|
2021
Q3 | $166K | Sell |
|
|||||
|
2021
Q2 | $240K | Hold |
|
|||||
|
2021
Q1 | $228K | Hold |
|
|||||
|
2020
Q4 | $227K | Buy |
|