AWM
Aspire Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $387K | Buy |
6,211
+35
| +0.6% | +$2.18K | 0.21% | 74 |
|
|
2024
Q2 | $340K | Buy |
6,176
+2,098
| +51% | +$115K | 0.19% | 78 |
|
|
2024
Q1 | $230K | Buy |
4,078
+30
| +0.7% | +$1.69K | 0.14% | 87 |
|
|
2023
Q4 | $262K | Buy |
4,048
+43
| +1% | +$2.79K | 0.18% | 82 |
|
|
2023
Q3 | $217K | Buy |
4,005
+34
| +0.9% | +$1.84K | 0.16% | 86 |
|
|
2023
Q2 | $268K | Buy |
3,971
+32
| +0.8% | +$2.16K | 0.2% | 72 |
|
|
2023
Q1 | $305K | Buy |
3,939
+27
| +0.7% | +$2.09K | 0.25% | 66 |
|
|
2022
Q4 | $306K | Buy |
3,912
+32
| +0.8% | +$2.5K | 0.27% | 63 |
|
|
2022
Q3 | $271K | Buy |
3,880
+26
| +0.7% | +$1.82K | 0.26% | 65 |
|
|
2022
Q2 | $319K | Buy |
3,854
+27
| +0.7% | +$2.24K | 0.29% | 61 |
|
|
2022
Q1 | $309K | Buy |
3,827
+27
| +0.7% | +$2.18K | 0.24% | 69 |
|
|
2021
Q4 | $312K | Buy |
+3,800
| New | +$312K | 0.25% | 66 |
|