BWP
Barlow Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
4,206
-843
| -17% | -$53.4K | 0.03% | 114 |
|
|
2025
Q1 | $306K | Hold |
5,049
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $274K | Hold |
5,049
| – | – | 0.03% | 113 |
|
|
2024
Q3 | $303K | Hold |
5,049
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $295K | Hold |
5,049
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $278K | Hold |
5,049
| – | – | 0.04% | 118 |
|
|
2023
Q4 | $327K | Buy |
+5,049
| New | +$327K | 0.05% | 103 |
|