Axxcess Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,114
| Closed | -$443K | – | 941 |
|
|
2024
Q3 | $443K | Buy |
7,114
+3
| +0% | +$187 | 0.01% | 576 |
|
|
2024
Q2 | $391K | Sell |
7,111
-167
| -2% | -$9.19K | 0.01% | 579 |
|
|
2024
Q1 | $411K | Sell |
7,278
-97
| -1% | -$5.48K | 0.01% | 585 |
|
|
2023
Q4 | $478K | Sell |
7,375
-723
| -9% | -$46.9K | 0.01% | 520 |
|
|
2023
Q3 | $429K | Sell |
8,098
-137
| -2% | -$7.26K | 0.01% | 513 |
|
|
2023
Q2 | $545K | Sell |
8,235
-319
| -4% | -$21.1K | 0.04% | 336 |
|
|
2023
Q1 | $649K | Sell |
8,554
-11
| -0.1% | -$834 | 0.05% | 314 |
|
|
2022
Q4 | $656K | Sell |
8,565
-5,072
| -37% | -$388K | 0.05% | 304 |
|
|
2022
Q3 | $933K | Buy |
13,637
+4,891
| +56% | +$335K | 0.09% | 198 |
|
|
2022
Q2 | $710K | Sell |
8,746
-123
| -1% | -$9.99K | 0.07% | 236 |
|
|
2022
Q1 | $702K | Buy |
8,869
+475
| +6% | +$37.6K | 0.05% | 285 |
|
|
2021
Q4 | $675K | Buy |
+8,394
| New | +$675K | 0.05% | 289 |
|