TFA
Teamwork 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 | $465K | Sell |
7,448
-133
| -2% | -$8.3K | 0.05% | 117 |
|
|
2025
Q1 | $478K | Buy |
7,581
+543
| +8% | +$34.3K | 0.06% | 109 |
|
|
2024
Q4 | $383K | Sell |
7,038
-343
| -5% | -$18.7K | 0.05% | 122 |
|
|
2024
Q3 | $460K | Sell |
7,381
-560
| -7% | -$34.9K | 0.06% | 107 |
|
|
2024
Q2 | $437K | Buy |
7,941
+1,136
| +17% | +$62.5K | 0.06% | 98 |
|
|
2024
Q1 | $384K | Buy |
6,805
+1,438
| +27% | +$81.2K | 0.06% | 125 |
|
|
2023
Q4 | $348K | Buy |
5,367
+829
| +18% | +$53.7K | 0.06% | 131 |
|
|
2023
Q3 | $245K | Buy |
4,538
+759
| +20% | +$41K | 0.04% | 177 |
|
|
2023
Q2 | $255K | Sell |
3,779
-1,772
| -32% | -$120K | 0.04% | 171 |
|
|
2023
Q1 | $430K | Sell |
5,551
-846
| -13% | -$65.5K | 0.08% | 131 |
|
|
2022
Q4 | $500K | Buy |
6,397
+490
| +8% | +$38.3K | 0.1% | 124 |
|
|
2022
Q3 | $412K | Buy |
5,907
+97
| +2% | +$6.77K | 0.09% | 136 |
|
|
2022
Q2 | $481K | Sell |
5,810
-132
| -2% | -$10.9K | 0.11% | 140 |
|
|
2022
Q1 | $480K | Buy |
5,942
+2,390
| +67% | +$193K | 0.09% | 175 |
|
|
2021
Q4 | $291K | Sell |
3,552
-254
| -7% | -$20.8K | 0.05% | 242 |
|
|
2021
Q3 | $278K | Buy |
3,806
+524
| +16% | +$38.3K | 0.05% | 223 |
|
|
2021
Q2 | $245K | Buy |
3,282
+102
| +3% | +$7.61K | 0.05% | 219 |
|
|
2021
Q1 | $225K | Buy |
+3,180
| New | +$225K | 0.05% | 215 |
|
|
2020
Q3 | – | Sell |
-4,819
| Closed | -$326K | – | 208 |
|
|
2020
Q2 | $326K | Buy |
+4,819
| New | +$326K | 0.12% | 138 |
|