Semmax 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
2024 Q2	–	Sell	-316	Closed	-$18.5K	–	457
2024 Q1	$18.5K	Hold	316	–	–	0.01%	179
2023 Q4	$17.7K	Sell	316 -7	-2%	-$391	0.01%	188
2023 Q3	$16.9K	Buy	+323	New	+$16.9K	0.01%	171
2022 Q4	$27K	Hold	323	–	–	0.01%	140
2022 Q3	$25K	Hold	323	–	–	0.01%	137
2022 Q2	$28K	Hold	323	–	–	0.01%	132
2022 Q1	$26K	Hold	323	–	–	0.01%	155
2021 Q4	$26K	Hold	323	–	–	0.01%	157
2021 Q3	$23K	Hold	323	–	–	0.01%	156
2021 Q2	$24K	Hold	323	–	–	0.01%	153
2021 Q1	$22K	Hold	323	–	–	0.01%	165
2020 Q4	$22K	Hold	323	–	–	0.01%	146
2020 Q3	$21K	Hold	323	–	–	0.01%	138
2020 Q2	$21K	Hold	323	–	–	0.01%	139
2020 Q1	$18K	Hold	323	–	–	0.01%	136
2019 Q4	$25K	Sell	323 -1,143	-78%	-$88.5K	0.01%	137
2019 Q3	$129K	Hold	1,466	–	–	0.08%	89
2019 Q2	$117K	Hold	1,466	–	–	0.08%	94
2019 Q1	$112K	Hold	1,466	–	–	0.08%	159
2018 Q4	$94K	Buy	+1,466	New	+$94K	0.07%	161