Dynamic Advisor Solutions’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
5,313
-8,775
| -62% | -$547K | 0.01% | 715 |
|
|
2025
Q1 | $889K | Buy |
+14,088
| New | +$889K | 0.03% | 451 |
|
|
2024
Q4 | – | Sell |
-12,800
| Closed | -$797K | – | 921 |
|
|
2024
Q3 | $797K | Sell |
12,800
-750
| -6% | -$46.7K | 0.02% | 508 |
|
|
2024
Q2 | $746K | Buy |
13,550
+1,114
| +9% | +$61.3K | 0.02% | 526 |
|
|
2024
Q1 | $702K | Sell |
12,436
-6,400
| -34% | -$361K | 0.02% | 516 |
|
|
2023
Q4 | $1.22M | Sell |
18,836
-1,167
| -6% | -$75.7K | 0.05% | 370 |
|
|
2023
Q3 | $1.06M | Buy |
20,003
+739
| +4% | +$39.1K | 0.05% | 340 |
|
|
2023
Q2 | $1.27M | Sell |
19,264
-283
| -1% | -$18.7K | 0.07% | 289 |
|
|
2023
Q1 | $1.48M | Buy |
+19,547
| New | +$1.48M | 0.09% | 254 |
|
|
2020
Q3 | – | Sell |
-3,148
| Closed | -$209K | – | 613 |
|
|
2020
Q2 | $209K | Buy |
+3,148
| New | +$209K | 0.03% | 473 |
|
|
2020
Q1 | – | Sell |
-2,958
| Closed | -$232K | – | 581 |
|
|
2019
Q4 | $232K | Hold |
2,958
| – | – | 0.03% | 468 |
|
|
2019
Q3 | $259K | Sell |
2,958
-94
| -3% | -$8.23K | 0.04% | 405 |
|
|
2019
Q2 | $243K | Hold |
3,052
| – | – | 0.04% | 412 |
|
|
2019
Q1 | $234K | Hold |
3,052
| – | – | 0.04% | 346 |
|
|
2018
Q4 | $215K | Buy |
+3,052
| New | +$215K | 0.05% | 341 |
|