AWM
Accel Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
10,160
-184
| -2% | -$11.5K | 0.21% | 108 |
|
|
2025
Q1 | $653K | Buy |
10,344
+154
| +2% | +$9.72K | 0.24% | 99 |
|
|
2024
Q4 | $555K | Buy |
10,190
+140
| +1% | +$7.63K | 0.21% | 118 |
|
|
2024
Q3 | $626K | Buy |
10,050
+43
| +0.4% | +$2.68K | 0.23% | 112 |
|
|
2024
Q2 | $551K | Buy |
10,007
+155
| +2% | +$8.53K | 0.22% | 111 |
|
|
2024
Q1 | $556K | Buy |
9,852
+124
| +1% | +$7K | 0.24% | 106 |
|
|
2023
Q4 | $630K | Sell |
9,728
-17
| -0.2% | -$14.4K | 0.32% | 79 |
|
|
2023
Q3 | $527K | Buy |
+9,745
| New | +$527K | 0.29% | 87 |
|
|
2023
Q2 | – | Sell |
-2,212
| Closed | -$171K | – | 884 |
|
|
2023
Q1 | $171K | Hold |
2,212
| – | – | 0.07% | 240 |
|
|
2022
Q4 | $173K | Hold |
2,212
| – | – | 0.08% | 173 |
|
|
2022
Q3 | $163K | Buy |
2,212
+1,045
| +90% | +$77K | 0.09% | 181 |
|
|
2022
Q2 | $98K | Hold |
1,167
| – | – | 0.06% | 242 |
|
|
2022
Q1 | $96K | Hold |
1,167
| – | – | 0.05% | 261 |
|
|
2021
Q4 | $96K | Hold |
1,167
| – | – | 0.05% | 268 |
|
|
2021
Q3 | $85K | Hold |
1,167
| – | – | 0.05% | 246 |
|
|
2021
Q2 | $87K | Hold |
1,167
| – | – | 0.06% | 251 |
|
|
2021
Q1 | $83K | Hold |
1,167
| – | – | 0.07% | 242 |
|
|
2020
Q4 | $82K | Buy |
+1,167
| New | +$82K | 0.08% | 225 |
|