FWM
FSA Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81K | Hold |
1,298
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $81.9K | Hold |
1,298
| – | – | 0.03% | 102 |
|
|
2024
Q4 | $70.7K | Hold |
1,298
| – | – | 0.03% | 114 |
|
|
2024
Q3 | $80.9K | Buy |
+1,298
| New | +$80.9K | 0.03% | 111 |
|
|
2024
Q1 | $5.31K | Hold |
94
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 412 |
|
|
2021
Q1 | – | Sell |
-294
| Closed | -$21K | – | 244 |
|
|
2020
Q4 | $21K | Buy |
+294
| New | +$21K | 0.01% | 204 |
|
|
2020
Q3 | – | Sell |
-94
| Closed | -$6K | – | 363 |
|
|
2020
Q2 | $6K | Hold |
94
| – | – | ﹤0.01% | 313 |
|
|
2020
Q1 | $5K | Sell |
94
-200
| -68% | -$10.6K | ﹤0.01% | 309 |
|
|
2019
Q4 | $24K | Buy |
+294
| New | +$24K | 0.02% | 211 |
|