Sowell Financial Services’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
Q4 | – | Sell |
-47,506
| Closed | -$3M | – | 616 |
|
|
2024
Q3 | $3M | Buy |
47,506
+11,786
| +33% | +$745K | 0.14% | 167 |
|
|
2024
Q2 | $2M | Buy |
35,720
+38
| +0.1% | +$2.12K | 0.1% | 223 |
|
|
2024
Q1 | $2.05M | Sell |
35,682
-2,651
| -7% | -$152K | 0.1% | 235 |
|
|
2023
Q4 | $2.52M | Buy |
38,333
+3,712
| +11% | +$244K | 0.14% | 170 |
|
|
2023
Q3 | $1.87M | Buy |
34,621
+2,864
| +9% | +$155K | 0.12% | 197 |
|
|
2023
Q2 | $2.13M | Buy |
31,757
+28,691
| +936% | +$1.93M | 0.12% | 200 |
|
|
2023
Q1 | $233K | Sell |
3,066
-15,051
| -83% | -$1.14M | 0.02% | 647 |
|
|
2022
Q4 | $1.41M | Buy |
+18,117
| New | +$1.41M | 0.09% | 248 |
|
|
2021
Q2 | – | Sell |
-11,195
| Closed | -$811K | – | 2752 |
|
|
2021
Q1 | $811K | Buy |
11,195
+1,464
| +15% | +$106K | 0.03% | 473 |
|
|
2020
Q4 | $673K | Sell |
9,731
-407
| -4% | -$28.1K | 0.03% | 434 |
|
|
2020
Q3 | $647K | Buy |
10,138
+6,723
| +197% | +$429K | 0.03% | 403 |
|
|
2020
Q2 | $226K | Sell |
3,415
-271
| -7% | -$17.9K | 0.01% | 679 |
|
|
2020
Q1 | $210K | Buy |
3,686
+538
| +17% | +$30.7K | 0.02% | 636 |
|
|
2019
Q4 | $247K | Sell |
3,148
-3,180
| -50% | -$250K | 0.02% | 648 |
|
|
2019
Q3 | $555K | Buy |
+6,328
| New | +$555K | 0.05% | 385 |
|
|
2019
Q1 | $492K | Hold |
6,415
| – | – | 0.05% | 328 |
|
|
2018
Q4 | $411K | Buy |
+6,415
| New | +$411K | 0.06% | 317 |
|