Arkadios Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
35,945
+504
| +1% | +$31.4K | 0.07% | 315 |
|
|
2025
Q1 | $2.24M | Buy |
35,441
+5,050
| +17% | +$319K | 0.08% | 266 |
|
|
2024
Q4 | $1.66M | Buy |
30,391
+11,478
| +61% | +$625K | 0.09% | 216 |
|
|
2024
Q3 | $1.18M | Buy |
18,913
+3,430
| +22% | +$214K | 0.07% | 286 |
|
|
2024
Q2 | $852K | Buy |
15,483
+5,151
| +50% | +$284K | 0.06% | 316 |
|
|
2024
Q1 | $583K | Buy |
10,332
+54
| +0.5% | +$3.05K | 0.05% | 353 |
|
|
2023
Q4 | $666K | Buy |
+10,278
| New | +$666K | 0.06% | 302 |
|
|
2023
Q3 | – | Sell |
-3,776
| Closed | -$250K | – | 742 |
|
|
2023
Q2 | $250K | Sell |
3,776
-1,034
| -21% | -$68.4K | 0.03% | 501 |
|
|
2023
Q1 | $365K | Sell |
4,810
-4,260
| -47% | -$323K | 0.04% | 381 |
|
|
2022
Q4 | $694K | Sell |
9,070
-691
| -7% | -$52.9K | 0.09% | 229 |
|
|
2022
Q3 | $667K | Buy |
+9,761
| New | +$667K | 0.1% | 214 |
|
|
2022
Q2 | – | Sell |
-2,699
| Closed | -$214K | – | 605 |
|
|
2022
Q1 | $214K | Sell |
2,699
-1,636
| -38% | -$130K | 0.03% | 517 |
|
|
2021
Q4 | $348K | Buy |
4,335
+636
| +17% | +$51.1K | 0.05% | 399 |
|
|
2021
Q3 | $264K | Sell |
3,699
-1,936
| -34% | -$138K | 0.04% | 435 |
|
|
2021
Q2 | $411K | Buy |
5,635
+595
| +12% | +$43.4K | 0.05% | 375 |
|
|
2021
Q1 | $349K | Buy |
5,040
+4,225
| +518% | +$293K | 0.06% | 317 |
|
|
2020
Q4 | $56K | Buy |
+815
| New | +$56K | 0.01% | 536 |
|