CoreCap Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
1,825
+380
| +26% | +$23.7K | ﹤0.01% | 939 |
|
|
2025
Q1 | $91.2K | Buy |
1,445
+112
| +8% | +$7.07K | ﹤0.01% | 941 |
|
|
2024
Q4 | $72.6K | Buy |
1,333
+42
| +3% | +$2.29K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $80.4K | Buy |
1,291
+90
| +7% | +$5.61K | ﹤0.01% | 1008 |
|
|
2024
Q2 | $66.1K | Buy |
1,201
+69
| +6% | +$3.8K | 0.01% | 596 |
|
|
2024
Q1 | $63.9K | Buy |
+1,132
| New | +$63.9K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $87.6K | Buy |
+1,145
| New | +$87.6K | 0.01% | 782 |
|
|
2022
Q3 | – | Sell |
-1,130
| Closed | -$92K | – | 2117 |
|
|
2022
Q2 | $92K | Buy |
+1,130
| New | +$92K | 0.01% | 720 |
|
|
2022
Q1 | – | Sell |
-1,130
| Closed | -$91K | – | 2112 |
|
|
2021
Q4 | $91K | Buy |
+1,130
| New | +$91K | 0.01% | 786 |
|