EverSource Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
2,612
-18,815
| -88% | -$1.17M | 0.01% | 949 |
|
|
2025
Q1 | $1.35M | Sell |
21,427
-2,820
| -12% | -$178K | 0.07% | 201 |
|
|
2024
Q4 | $1.32M | Buy |
24,247
+570
| +2% | +$31.1K | 0.07% | 203 |
|
|
2024
Q3 | $1.48M | Buy |
23,677
+858
| +4% | +$53.5K | 0.09% | 167 |
|
|
2024
Q2 | $1.32M | Buy |
22,819
+9,353
| +69% | +$541K | 0.09% | 178 |
|
|
2024
Q1 | $738K | Buy |
13,466
+11,674
| +651% | +$640K | 0.06% | 222 |
|
|
2023
Q4 | $116K | Buy |
1,792
+797
| +80% | +$51.7K | 0.01% | 588 |
|
|
2023
Q3 | $52.7K | Buy |
995
+55
| +6% | +$2.92K | 0.01% | 781 |
|
|
2023
Q2 | $62.2K | Sell |
940
-52
| -5% | -$3.44K | 0.01% | 752 |
|
|
2023
Q1 | $75.3K | Sell |
992
-6,459
| -87% | -$490K | 0.01% | 639 |
|
|
2022
Q4 | $570K | Buy |
7,451
+6,740
| +948% | +$516K | 0.09% | 181 |
|
|
2022
Q3 | $49K | Buy |
+711
| New | +$49K | 0.01% | 644 |
|