CTWM
Cherry Tree 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 | $294K | Hold |
4,707
| – | – | 0.07% | 131 |
|
|
2025
Q1 | $297K | Hold |
4,707
| – | – | 0.07% | 129 |
|
|
2024
Q4 | $256K | Hold |
4,707
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $293K | Hold |
4,707
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $259K | Sell |
4,707
-480
| -9% | -$26.4K | 0.07% | 144 |
|
|
2024
Q1 | $293K | Hold |
5,187
| – | – | 0.07% | 135 |
|
|
2023
Q4 | $336K | Hold |
5,187
| – | – | 0.09% | 113 |
|
|
2023
Q3 | $281K | Hold |
5,187
| – | – | 0.08% | 123 |
|
|
2023
Q2 | $350K | Buy |
+5,187
| New | +$350K | 0.1% | 103 |
|