TWA

TCI Wealth Advisors’s W.P. Carey WPC Stock Holding History

TCI Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,417	Closed	-$110K	–	2251
2023 Q1	$110K	Buy	1,417 +358	+34%	+$27.7K	0.01%	269
2022 Q4	$82.8K	Sell	1,059 -85	-7%	-$6.65K	0.01%	303
2022 Q3	$80K	Buy	1,144 +285	+33%	+$19.9K	0.01%	280
2022 Q2	$71K	Hold	859	–	–	0.01%	301
2022 Q1	$69K	Hold	859	–	–	0.01%	327
2021 Q4	$70K	Buy	859 +8	+0.9%	+$652	0.01%	333
2021 Q3	$62K	Buy	851 +26	+3%	+$1.89K	0.01%	355
2021 Q2	$62K	Hold	825	–	–	0.01%	333
2021 Q1	$58K	Hold	825	–	–	0.02%	309
2020 Q4	$58K	Hold	825	–	–	0.03%	288
2020 Q3	$54K	Hold	825	–	–	0.02%	283
2020 Q2	$56K	Sell	825 -6	-0.7%	-$407	0.02%	284
2020 Q1	$48K	Sell	831 -50	-6%	-$2.89K	0.02%	305
2019 Q4	$71K	Hold	881	–	–	0.03%	308
2019 Q3	$79K	Buy	881 +325	+58%	+$29.1K	0.04%	251
2019 Q2	$45K	Buy	556 +50	+10%	+$4.05K	0.02%	329
2019 Q1	$40K	Hold	506	–	–	0.02%	374
2018 Q4	$33K	Buy	506 +6	+1%	+$391	0.02%	377
2018 Q3	$32K	Hold	500	–	–	0.01%	401
2018 Q2	$33K	Hold	500	–	–	0.01%	398
2018 Q1	$31K	Sell	500 -500	-50%	-$31K	0.01%	398
2017 Q4	$69K	Hold	1,000	–	–	0.03%	290
2017 Q3	$67K	Hold	1,000	–	–	0.03%	270
2017 Q2	$66K	Hold	1,000	–	–	0.03%	270
2017 Q1	$62K	Hold	1,000	–	–	0.03%	275
2016 Q4	$59K	Hold	1,000	–	–	0.03%	306
2016 Q3	$65K	Hold	1,000	–	–	0.04%	268
2016 Q2	$69K	Hold	1,000	–	–	0.04%	259
2016 Q1	$62K	Hold	1,000	–	–	0.03%	270
2015 Q4	$59K	Buy	1,000 +500	+100%	+$29.5K	0.03%	286
2015 Q3	$29K	Sell	500 -500	-50%	-$29K	0.02%	349
2015 Q2	$59K	Hold	1,000	–	–	0.03%	264
2015 Q1	$68K	Hold	1,000	–	–	0.04%	213
2014 Q4	$70K	Buy	1,000 +500	+100%	+$35K	0.04%	214
2014 Q3	$32K	Hold	500	–	–	0.02%	274
2014 Q2	$32K	Hold	500	–	–	0.02%	290
2014 Q1	$30K	Hold	500	–	–	0.02%	282
2013 Q4	$31K	Hold	500	–	–	0.02%	298
2013 Q3	$32K	Sell	500 -35	-7%	-$2.24K	0.02%	242
2013 Q2	$35K	Buy	+535	New	+$35K	0.03%	246