Wealthcare Advisory Partners’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
35,764
+1,306
| +4% | +$81.5K | 0.05% | 303 |
|
|
2025
Q1 | $2.17M | Buy |
34,458
+2,310
| +7% | +$146K | 0.06% | 269 |
|
|
2024
Q4 | $1.75M | Sell |
32,148
-2,208
| -6% | -$120K | 0.05% | 298 |
|
|
2024
Q3 | $2.14M | Buy |
34,356
+5,917
| +21% | +$369K | 0.06% | 253 |
|
|
2024
Q2 | $1.57M | Buy |
28,439
+1,443
| +5% | +$79.4K | 0.05% | 282 |
|
|
2024
Q1 | $1.52M | Sell |
26,996
-363
| -1% | -$20.5K | 0.05% | 281 |
|
|
2023
Q4 | $1.77M | Sell |
27,359
-2,771
| -9% | -$180K | 0.07% | 218 |
|
|
2023
Q3 | $1.6M | Buy |
30,130
+1,029
| +4% | +$54.5K | 0.07% | 207 |
|
|
2023
Q2 | $1.93M | Buy |
29,101
+435
| +2% | +$28.8K | 0.09% | 181 |
|
|
2023
Q1 | $2.17M | Buy |
28,666
+5,063
| +21% | +$384K | 0.09% | 169 |
|
|
2022
Q4 | $1.81M | Buy |
23,603
+311
| +1% | +$23.8K | 0.09% | 176 |
|
|
2022
Q3 | $1.59M | Buy |
23,292
+982
| +4% | +$67.1K | 0.09% | 164 |
|
|
2022
Q2 | $1.81M | Sell |
22,310
-453
| -2% | -$36.8K | 0.11% | 128 |
|
|
2022
Q1 | $1.8M | Buy |
22,763
+899
| +4% | +$71.2K | 0.11% | 111 |
|
|
2021
Q4 | $1.76M | Buy |
21,864
+653
| +3% | +$52.5K | 0.11% | 115 |
|
|
2021
Q3 | $1.52M | Buy |
21,211
+485
| +2% | +$34.7K | 0.1% | 132 |
|
|
2021
Q2 | $1.52M | Buy |
20,726
+706
| +4% | +$51.6K | 0.1% | 133 |
|
|
2021
Q1 | $1.39M | Buy |
20,020
+9
| +0% | +$624 | 0.1% | 128 |
|
|
2020
Q4 | $1.38M | Sell |
20,011
-131
| -0.7% | -$9.05K | 0.12% | 105 |
|
|
2020
Q3 | $1.29M | Buy |
20,142
+612
| +3% | +$39K | 0.14% | 88 |
|
|
2020
Q2 | $1.29M | Buy |
19,530
+1,072
| +6% | +$71K | 0.16% | 83 |
|
|
2020
Q1 | $1.05M | Buy |
18,458
+10,649
| +136% | +$606K | 0.15% | 84 |
|
|
2019
Q4 | $612K | Hold |
7,809
| – | – | 0.08% | 151 |
|
|
2019
Q3 | $684K | Sell |
7,809
-323
| -4% | -$28.3K | 0.1% | 118 |
|
|
2019
Q2 | $647K | Buy |
8,132
+117
| +1% | +$9.31K | 0.1% | 121 |
|
|
2019
Q1 | $615K | Hold |
8,015
| – | – | 0.1% | 119 |
|
|
2018
Q4 | $513K | Buy |
8,015
+138
| +2% | +$8.83K | 0.1% | 116 |
|
|
2018
Q3 | $496K | Hold |
7,877
| – | – | 0.09% | 118 |
|
|
2018
Q2 | $512K | Buy |
7,877
+6,943
| +743% | +$451K | 0.1% | 119 |
|
|
2018
Q1 | $57K | Buy |
934
+286
| +44% | +$17.5K | 0.01% | 377 |
|
|
2017
Q4 | $44K | Buy |
+648
| New | +$44K | 0.01% | 395 |
|