DPW
DiNuzzo Private Wealth’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Hold |
227
| – | – | ﹤0.01% | 214 |
|
|
2025
Q1 | $14.3K | Hold |
227
| – | – | ﹤0.01% | 204 |
|
|
2024
Q4 | $12.4K | Hold |
227
| – | – | ﹤0.01% | 208 |
|
|
2024
Q3 | $14.1K | Hold |
227
| – | – | ﹤0.01% | 210 |
|
|
2024
Q2 | $12.5K | Hold |
227
| – | – | ﹤0.01% | 172 |
|
|
2024
Q1 | $12.8K | Hold |
227
| – | – | ﹤0.01% | 157 |
|
|
2023
Q4 | $14.7K | Buy |
+227
| New | +$14.7K | ﹤0.01% | 147 |
|