CWA
Clearview Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
3,399
-26
| -0.8% | -$1.62K | 0.15% | 100 |
|
|
2025
Q1 | $216K | Buy |
+3,425
| New | +$216K | 0.16% | 97 |
|
|
2024
Q4 | – | Sell |
-3,567
| Closed | -$222K | – | 99 |
|
|
2024
Q3 | $222K | Sell |
3,567
-128
| -3% | -$7.97K | 0.17% | 90 |
|
|
2024
Q2 | $203K | Sell |
3,695
-178
| -5% | -$9.8K | 0.18% | 94 |
|
|
2024
Q1 | $219K | Sell |
3,873
-106
| -3% | -$5.98K | 0.22% | 100 |
|
|
2023
Q4 | $258K | Sell |
3,979
-74
| -2% | -$4.8K | 0.3% | 101 |
|
|
2023
Q3 | $219K | Sell |
4,053
-129
| -3% | -$6.98K | 0.27% | 110 |
|
|
2023
Q2 | $283K | Sell |
4,182
-65
| -2% | -$4.39K | 0.29% | 93 |
|
|
2023
Q1 | $329K | Sell |
4,247
-1,830
| -30% | -$142K | 0.33% | 88 |
|
|
2022
Q4 | $475K | Sell |
6,077
-23
| -0.4% | -$1.8K | 0.37% | 64 |
|
|
2022
Q3 | $426K | Buy |
6,100
+200
| +3% | +$14K | 0.34% | 55 |
|
|
2022
Q2 | $489K | Buy |
5,900
+235
| +4% | +$19.5K | 0.37% | 52 |
|
|
2022
Q1 | $458K | Buy |
5,665
+482
| +9% | +$39K | 0.3% | 56 |
|
|
2021
Q4 | $425K | Buy |
5,183
+302
| +6% | +$24.8K | 0.26% | 80 |
|
|
2021
Q3 | $357K | Buy |
4,881
+207
| +4% | +$15.1K | 0.23% | 82 |
|
|
2021
Q2 | $349K | Sell |
4,674
-7
| -0.1% | -$523 | 0.22% | 86 |
|
|
2021
Q1 | $331K | Sell |
4,681
-39
| -0.8% | -$2.76K | 0.21% | 88 |
|
|
2020
Q4 | $333K | Buy |
+4,720
| New | +$333K | 0.22% | 81 |
|