Avior Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,079
| Closed | -$58.8K | – | 2348 |
|
|
2024
Q4 | $58.8K | Sell |
1,079
-347
| -24% | -$18.9K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $88.9K | Buy |
1,426
+61
| +4% | +$3.8K | ﹤0.01% | 921 |
|
|
2024
Q2 | $75.2K | Sell |
1,365
-333
| -20% | -$18.3K | ﹤0.01% | 955 |
|
|
2024
Q1 | $95.9K | Sell |
1,698
-234
| -12% | -$13.2K | ﹤0.01% | 981 |
|
|
2023
Q4 | $125K | Sell |
1,932
-290
| -13% | -$18.8K | 0.01% | 582 |
|
|
2023
Q3 | $118K | Buy |
2,222
+242
| +12% | +$12.8K | 0.01% | 600 |
|
|
2023
Q2 | $131K | Buy |
1,980
+441
| +29% | +$29.2K | 0.01% | 594 |
|
|
2023
Q1 | $117K | Buy |
1,539
+400
| +35% | +$30.4K | 0.01% | 612 |
|
|
2022
Q4 | $87.3K | Buy |
1,139
+139
| +14% | +$10.6K | 0.01% | 547 |
|
|
2022
Q3 | $68K | Buy |
1,000
+187
| +23% | +$12.7K | 0.01% | 567 |
|
|
2022
Q2 | $65K | Buy |
813
+10
| +1% | +$800 | 0.01% | 533 |
|
|
2022
Q1 | $63K | Buy |
803
+137
| +21% | +$10.7K | 0.01% | 562 |
|
|
2021
Q4 | $53K | Buy |
666
+9
| +1% | +$716 | ﹤0.01% | 583 |
|
|
2021
Q3 | $47K | Buy |
657
+9
| +1% | +$644 | ﹤0.01% | 570 |
|
|
2021
Q2 | $47K | Buy |
648
+286
| +79% | +$20.7K | ﹤0.01% | 536 |
|
|
2021
Q1 | $25K | Buy |
362
+5
| +1% | +$345 | ﹤0.01% | 620 |
|
|
2020
Q4 | $24K | Buy |
+357
| New | +$24K | ﹤0.01% | 595 |
|