FPAS
Focus Partners 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 | $791K | Buy |
12,681
+2,612
| +26% | +$163K | 0.01% | 513 |
|
|
2025
Q1 | $636K | Buy |
10,069
+3,916
| +64% | +$247K | 0.01% | 520 |
|
|
2024
Q4 | $335K | Sell |
6,153
-1,880
| -23% | -$102K | 0.01% | 575 |
|
|
2024
Q3 | $500K | Buy |
8,033
+389
| +5% | +$24.2K | 0.01% | 454 |
|
|
2024
Q2 | $421K | Buy |
7,644
+651
| +9% | +$35.8K | 0.01% | 412 |
|
|
2024
Q1 | $395K | Sell |
6,993
-19
| -0.3% | -$1.07K | 0.01% | 408 |
|
|
2023
Q4 | $454K | Buy |
7,012
+2,692
| +62% | +$174K | 0.02% | 266 |
|
|
2023
Q3 | $234K | Buy |
4,320
+1,296
| +43% | +$70.1K | 0.01% | 397 |
|
|
2023
Q2 | $204K | Buy |
+3,024
| New | +$204K | 0.01% | 359 |
|
|
2023
Q1 | – | Sell |
-3,561
| Closed | -$278K | – | 391 |
|
|
2022
Q4 | $278K | Sell |
3,561
-1,514
| -30% | -$118K | 0.02% | 275 |
|
|
2022
Q3 | $354K | Buy |
5,075
+2,213
| +77% | +$154K | 0.02% | 275 |
|
|
2022
Q2 | $237K | Sell |
2,862
-353
| -11% | -$29.2K | 0.02% | 301 |
|
|
2022
Q1 | $261K | Buy |
3,215
+676
| +27% | +$54.9K | 0.03% | 269 |
|
|
2021
Q4 | $209K | Buy |
+2,539
| New | +$209K | 0.04% | 135 |
|