Wp Carey shares owned by Independence Wealth Advisors
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Independence Wealth Advisors
from 13F filings
Historical chart of Independence Wealth Advisors investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Independence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $509k | 7.2k | 70.57 |
| 2020-09-30 | $469k | 7.2k | 65.02 |
| 2020-06-30 | $513k | 7.6k | 67.67 |
| 2020-03-31 | $440k | 7.6k | 58.09 |
| 2019-12-31 | $755k | 9.4k | 80.03 |
| 2019-09-30 | $844k | 9.4k | 89.50 |
| 2019-06-30 | $765k | 9.4k | 81.16 |
| 2019-03-31 | $738k | 9.4k | 78.34 |
| 2018-12-31 | $615k | 9.4k | 65.31 |
| 2018-09-30 | $565k | 8.8k | 64.28 |
| 2018-06-30 | $583k | 8.8k | 66.33 |
| 2018-03-31 | $545k | 8.8k | 62.00 |
| 2017-12-31 | $606k | 8.8k | 68.94 |
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