Tradition Wealth Management’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 |
-3,880
| Closed | -$242K | – | 442 |
|
|
2024
Q3 | $242K | Hold |
3,880
| – | – | 0.02% | 362 |
|
|
2024
Q2 | $214K | Hold |
3,880
| – | – | 0.02% | 373 |
|
|
2024
Q1 | $219K | Hold |
3,880
| – | – | 0.02% | 356 |
|
|
2023
Q4 | $251K | Buy |
3,880
+1,563
| +67% | +$101K | 0.03% | 298 |
|
|
2023
Q3 | $123K | Sell |
2,317
-142
| -6% | -$7.54K | 0.01% | 386 |
|
|
2023
Q2 | $163K | Sell |
2,459
-75
| -3% | -$4.97K | 0.02% | 344 |
|
|
2023
Q1 | $192K | Buy |
2,534
+819
| +48% | +$62.1K | 0.02% | 305 |
|
|
2022
Q4 | $131K | Buy |
1,715
+204
| +14% | +$15.6K | 0.02% | 321 |
|
|
2022
Q3 | $103K | Hold |
1,511
| – | – | 0.02% | 359 |
|
|
2022
Q2 | $123K | Hold |
1,511
| – | – | 0.02% | 326 |
|
|
2022
Q1 | $120K | Hold |
1,511
| – | – | 0.02% | 368 |
|
|
2021
Q4 | $121K | Sell |
1,511
-143
| -9% | -$11.5K | 0.02% | 368 |
|
|
2021
Q3 | $118K | Hold |
1,654
| – | – | 0.02% | 348 |
|
|
2021
Q2 | $121K | Hold |
1,654
| – | – | 0.02% | 363 |
|
|
2021
Q1 | $115K | Hold |
1,654
| – | – | 0.02% | 309 |
|
|
2020
Q4 | $114K | Buy |
+1,654
| New | +$114K | 0.02% | 292 |
|