AWM
Ameliora 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 | $14.3K | Hold |
230
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $14.5K | Hold |
230
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $12.5K | Hold |
230
| – | – | ﹤0.01% | 204 |
|
|
2024
Q3 | $14.3K | Hold |
230
| – | – | 0.01% | 130 |
|
|
2024
Q2 | $12.7K | Hold |
230
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $13K | Hold |
230
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $14.9K | Hold |
230
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $12.4K | Hold |
230
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $15.5K | Hold |
230
| – | – | 0.01% | 158 |
|
|
2023
Q1 | $17.8K | Hold |
230
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $18K | Hold |
230
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $16K | Buy |
+230
| New | +$16K | 0.01% | 185 |
|