DAS
Diversify Advisory Services’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
+26,489
| New | +$1.73M | 0.07% | 212 |
|
|
2024
Q4 | – | Sell |
-3,761
| Closed | -$222K | – | 691 |
|
|
2024
Q3 | $222K | Sell |
3,761
-1,153
| -23% | -$68.1K | 0.01% | 580 |
|
|
2024
Q2 | $270K | Sell |
4,914
-19
| -0.4% | -$1.04K | 0.01% | 538 |
|
|
2024
Q1 | $277K | Buy |
+4,933
| New | +$277K | 0.02% | 549 |
|