Wp Carey shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36k | 558 | 64.83 |
| 2023-09-30 | $30k | 558 | 54.10 |
| 2023-06-30 | $84k | 1.2k | 67.57 |
| 2023-03-31 | $96k | 1.2k | 77.46 |
| 2022-12-31 | $97k | 1.2k | 78.16 |
| 2021-09-30 | $333k | 4.6k | 73.01 |
| 2021-06-30 | $325k | 4.4k | 74.52 |
| 2021-03-31 | $309k | 4.4k | 70.86 |
| 2020-12-31 | $308k | 4.4k | 70.63 |
| 2020-09-30 | $284k | 4.4k | 65.12 |
| 2020-06-30 | $306k | 4.5k | 67.61 |
| 2020-03-31 | $275k | 4.7k | 58.10 |
| 2019-12-31 | $379k | 4.7k | 80.08 |
| 2019-09-30 | $424k | 4.7k | 89.58 |
| 2019-06-30 | $371k | 4.6k | 81.22 |
| 2019-03-31 | $358k | 4.6k | 78.37 |
| 2018-12-31 | $298k | 4.6k | 65.24 |
| 2018-09-30 | $294k | 4.6k | 64.36 |
| 2018-06-30 | $303k | 4.6k | 66.33 |
| 2018-03-31 | $283k | 4.6k | 61.95 |
| 2017-12-31 | $332k | 4.8k | 68.88 |
| 2017-09-30 | $335k | 5.0k | 67.40 |
| 2017-06-30 | $335k | 5.1k | 66.07 |
| 2017-03-31 | $315k | 5.1k | 62.12 |
| 2016-12-31 | $300k | 5.1k | 59.17 |
| 2016-09-30 | $327k | 5.1k | 64.50 |
| 2016-06-30 | $352k | 5.1k | 69.43 |
| 2016-03-31 | $316k | 5.1k | 62.33 |
| 2015-12-31 | $299k | 5.1k | 58.97 |
| 2015-09-30 | $293k | 5.1k | 57.79 |
| 2015-06-30 | $299k | 5.1k | 58.97 |
| 2015-03-31 | $365k | 5.4k | 67.97 |
| 2014-12-31 | $376k | 5.4k | 70.02 |
| 2014-09-30 | $368k | 5.8k | 63.78 |
| 2014-06-30 | $372k | 5.8k | 64.47 |
| 2014-03-31 | $437k | 7.3k | 60.11 |
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