AWM
Accurate 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 | $299K | Buy |
4,786
+20
| +0.4% | +$1.25K | 0.05% | 353 |
|
|
2025
Q1 | $276K | Buy |
4,766
+490
| +11% | +$28.4K | 0.05% | 305 |
|
|
2024
Q4 | $230K | Buy |
4,276
+101
| +2% | +$5.44K | 0.04% | 343 |
|
|
2024
Q3 | $249K | Buy |
4,175
+277
| +7% | +$16.5K | 0.05% | 318 |
|
|
2024
Q2 | $227K | Sell |
3,898
-15
| -0.4% | -$873 | 0.05% | 296 |
|
|
2024
Q1 | $220K | Buy |
3,913
+208
| +6% | +$11.7K | 0.06% | 270 |
|
|
2023
Q4 | $247K | Sell |
3,705
-291
| -7% | -$25K | 0.08% | 235 |
|
|
2023
Q3 | $222K | Buy |
3,996
+599
| +18% | +$33.2K | 0.07% | 242 |
|
|
2023
Q2 | $235K | Buy |
3,397
+162
| +5% | +$11.2K | 0.07% | 237 |
|
|
2023
Q1 | $241K | Buy |
3,235
+420
| +15% | +$31.3K | 0.08% | 216 |
|
|
2022
Q4 | $226K | Sell |
2,815
-645
| -19% | -$51.9K | 0.08% | 199 |
|
|
2022
Q3 | $246K | Buy |
+3,460
| New | +$246K | 0.1% | 156 |
|