SFA
Sequoia Financial Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04M | Sell |
144,935
-1,341
| -0.9% | -$83.7K | 0.06% | 202 |
|
|
2025
Q1 | $9.23M | Sell |
146,276
-2,733
| -2% | -$172K | 0.07% | 198 |
|
|
2024
Q4 | $8.12M | Buy |
149,009
+2,109
| +1% | +$115K | 0.08% | 199 |
|
|
2024
Q3 | $9.15M | Buy |
146,900
+66,577
| +83% | +$4.15M | 0.1% | 157 |
|
|
2024
Q2 | $4.42M | Buy |
80,323
+1,499
| +2% | +$82.5K | 0.05% | 207 |
|
|
2024
Q1 | $4.45M | Buy |
78,824
+106
| +0.1% | +$5.98K | 0.06% | 208 |
|
|
2023
Q4 | $5.1M | Buy |
78,718
+3,142
| +4% | +$204K | 0.06% | 212 |
|
|
2023
Q3 | $4.09M | Sell |
75,576
-5,556
| -7% | -$300K | 0.07% | 166 |
|
|
2023
Q2 | $5.48M | Buy |
81,132
+1,432
| +2% | +$96.7K | 0.09% | 150 |
|
|
2023
Q1 | $6.17M | Buy |
79,700
+74,481
| +1,427% | +$5.77M | 0.14% | 132 |
|
|
2022
Q4 | $408K | Buy |
5,219
+522
| +11% | +$40.8K | 0.01% | 488 |
|
|
2022
Q3 | $328K | Buy |
4,697
+8
| +0.2% | +$559 | 0.01% | 368 |
|
|
2022
Q2 | $389K | Sell |
4,689
-810
| -15% | -$67.2K | 0.01% | 382 |
|
|
2022
Q1 | $445K | Sell |
5,499
-497
| -8% | -$40.2K | 0.01% | 384 |
|
|
2021
Q4 | $492K | Buy |
+5,996
| New | +$492K | 0.01% | 327 |
|
|
2021
Q3 | – | Sell |
-3,674
| Closed | -$274K | – | 464 |
|
|
2021
Q2 | $274K | Buy |
3,674
+4
| +0.1% | +$298 | 0.01% | 396 |
|
|
2021
Q1 | $260K | Sell |
3,670
-16
| -0.4% | -$1.13K | 0.01% | 374 |
|
|
2020
Q4 | $260K | Buy |
3,686
+16
| +0.4% | +$1.13K | 0.01% | 345 |
|
|
2020
Q3 | $239K | Buy |
+3,670
| New | +$239K | 0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-3,240
| Closed | -$259K | – | 416 |
|
|
2019
Q4 | $259K | Hold |
3,240
| – | – | 0.02% | 319 |
|
|
2019
Q3 | $290K | Buy |
+3,240
| New | +$290K | 0.02% | 284 |
|