Sigma Planning Corp’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
Q3 | $391K | Sell |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $965K | Buy |
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|
2021
Q4 | $974K | Sell |
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|
2021
Q3 | $881K | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $967K | Sell |
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|
2020
Q3 | $932K | Sell |
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|
2020
Q2 | $996K | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $5.67M | Buy |
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|
2019
Q2 | $2.72M | Sell |
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|
2019
Q1 | $2.72M | Sell |
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|
2018
Q4 | $2.47M | Buy |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $978K | Buy |
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|
2018
Q1 | $828K | Sell |
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|
2017
Q4 | $971K | Buy |
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|
2017
Q3 | $875K | Buy |
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|
2017
Q2 | $443K | Buy |
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|
2017
Q1 | $329K | Sell |
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|
2016
Q4 | $417K | Buy |
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|
2016
Q3 | $400K | Buy |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $324K | Buy |
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|
2015
Q4 | $296K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $209K | Buy |
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