CWM
C2C 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 | $696K | Buy |
11,163
+50
| +0.4% | +$3.12K | 0.63% | 38 |
|
|
2025
Q1 | $701K | Sell |
11,113
-1,150
| -9% | -$72.6K | 0.66% | 35 |
|
|
2024
Q4 | $668K | Buy |
12,263
+500
| +4% | +$27.2K | 0.62% | 38 |
|
|
2024
Q3 | $655K | Sell |
11,763
-600
| -5% | -$33.4K | 0.61% | 40 |
|
|
2024
Q2 | $672K | Sell |
12,363
-100
| -0.8% | -$5.44K | 0.66% | 36 |
|
|
2024
Q1 | $703K | Sell |
12,463
-1,000
| -7% | -$56.4K | 0.7% | 35 |
|
|
2023
Q4 | $884K | Sell |
13,463
-1,600
| -11% | -$105K | 0.75% | 35 |
|
|
2023
Q3 | $802K | Buy |
15,063
+450
| +3% | +$24K | 0.11% | 95 |
|
|
2023
Q2 | $1.02M | Hold |
14,613
| – | – | 0.13% | 80 |
|
|
2023
Q1 | $1.06M | Hold |
14,613
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $1.21M | Buy |
14,613
+675
| +5% | +$56K | 0.21% | 50 |
|
|
2022
Q3 | $1.03M | Buy |
13,938
+100
| +0.7% | +$7.36K | 0.2% | 62 |
|
|
2022
Q2 | $1.16M | Buy |
13,838
+1,970
| +17% | +$164K | 0.21% | 56 |
|
|
2022
Q1 | $1.02M | Buy |
11,868
+140
| +1% | +$12K | 0.17% | 71 |
|
|
2021
Q4 | $962K | Buy |
+11,728
| New | +$962K | 0.14% | 84 |
|