WA
Wealthstar Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
15,290
-11
| -0.1% | -$686 | 0.36% | 55 |
|
|
2025
Q1 | $966K | Sell |
15,301
-539
| -3% | -$34K | 0.44% | 52 |
|
|
2024
Q4 | $863K | Buy |
+15,840
| New | +$863K | 0.37% | 51 |
|
|
2024
Q2 | – | Sell |
-18,140
| Closed | -$1.02M | – | 140 |
|
|
2024
Q1 | $1.02M | Sell |
18,140
-3,692
| -17% | -$208K | 0.36% | 44 |
|
|
2023
Q4 | $1.41M | Sell |
21,832
-3,210
| -13% | -$208K | 0.23% | 28 |
|
|
2023
Q3 | $1.35M | Sell |
25,042
-327
| -1% | -$17.7K | 0.52% | 23 |
|
|
2023
Q2 | $1.71M | Buy |
25,369
+116
| +0.5% | +$7.84K | 0.72% | 19 |
|
|
2023
Q1 | $1.96M | Sell |
25,253
-45
| -0.2% | -$3.49K | 0.74% | 18 |
|
|
2022
Q4 | $1.98M | Sell |
25,298
-356
| -1% | -$27.8K | 0.9% | 17 |
|
|
2022
Q3 | $1.79M | Sell |
25,654
-73
| -0.3% | -$5.1K | 0.85% | 18 |
|
|
2022
Q2 | $2.13M | Sell |
25,727
-118
| -0.5% | -$9.77K | 0.82% | 19 |
|
|
2022
Q1 | $2.09M | Buy |
25,845
+55
| +0.2% | +$4.45K | 0.77% | 19 |
|
|
2021
Q4 | $2.12M | Sell |
25,790
-649
| -2% | -$53.2K | 0.73% | 20 |
|
|
2021
Q3 | $1.93M | Sell |
26,439
-363
| -1% | -$26.5K | 0.58% | 27 |
|
|
2021
Q2 | $2M | Buy |
+26,802
| New | +$2M | 0.63% | 22 |
|
|
2020
Q1 | $1.82M | Sell |
31,281
-2,061
| -6% | -$120K | 1.28% | 9 |
|
|
2019
Q4 | $2.67M | Sell |
33,342
-2,136
| -6% | -$171K | 1.65% | 9 |
|
|
2019
Q3 | $3.17M | Sell |
35,478
-167
| -0.5% | -$14.9K | 1.77% | 8 |
|
|
2019
Q2 | $2.89M | Sell |
35,645
-1,759
| -5% | -$143K | 1.69% | 8 |
|
|
2019
Q1 | $2.93M | Buy |
37,404
+72
| +0.2% | +$5.65K | 1.8% | 9 |
|
|
2018
Q4 | $2.44M | Buy |
37,332
+13,517
| +57% | +$882K | 1.82% | 9 |
|
|
2018
Q3 | $1.53M | Buy |
23,815
+1
| +0% | +$64 | 0.9% | 10 |
|
|
2018
Q2 | $1.56M | Sell |
23,814
-124
| -0.5% | -$8.14K | 0.48% | 10 |
|
|
2018
Q1 | $1.48M | Buy |
+23,938
| New | +$1.48M | 0.44% | 11 |
|