DWP
Daymark 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 | $262K | Sell |
4,203
-353
| -8% | -$22K | 0.01% | 472 |
|
|
2025
Q1 | $288K | Buy |
4,556
+377
| +9% | +$23.8K | 0.01% | 421 |
|
|
2024
Q4 | $228K | Sell |
4,179
-11
| -0.3% | -$599 | 0.01% | 460 |
|
|
2024
Q3 | $261K | Buy |
4,190
+3
| +0.1% | +$187 | 0.01% | 459 |
|
|
2024
Q2 | $230K | Buy |
4,187
+20
| +0.5% | +$1.1K | 0.01% | 459 |
|
|
2024
Q1 | $235K | Sell |
4,167
-1,260
| -23% | -$71.1K | 0.01% | 388 |
|
|
2023
Q4 | $352K | Sell |
5,427
-1,350
| -20% | -$87.5K | 0.02% | 295 |
|
|
2023
Q3 | $367K | Hold |
6,777
| – | – | 0.03% | 272 |
|
|
2023
Q2 | $458K | Sell |
6,777
-1,000
| -13% | -$67.6K | 0.03% | 247 |
|
|
2023
Q1 | $602K | Hold |
7,777
| – | – | 0.08% | 173 |
|
|
2022
Q4 | $608K | Buy |
+7,777
| New | +$608K | 0.11% | 129 |
|