AWM
Avondale 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 | $93.6K | Buy |
+1,500
| New | +$93.6K | 0.05% | 74 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$62.3K | – | 119 |
|
|
2024
Q3 | $62.3K | Buy |
+1,000
| New | +$62.3K | 0.04% | 80 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 131 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 131 |
|
|
2023
Q1 | – | Sell |
-1,189
| Closed | -$92.9K | – | 135 |
|
|
2022
Q4 | $92.9K | Buy |
1,189
+700
| +143% | +$54.7K | 0.08% | 52 |
|
|
2022
Q3 | $34K | Buy |
+489
| New | +$34K | 0.04% | 81 |
|