GC Wealth Management RIA’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+3,383
| New | +$211K | 0.02% | 512 |
|
|
2024
Q3 | – | Sell |
-4,033
| Closed | -$222K | – | 307 |
|
|
2024
Q2 | $222K | Buy |
4,033
+198
| +5% | +$10.9K | 0.04% | 252 |
|
|
2024
Q1 | $216K | Sell |
3,835
-248
| -6% | -$14K | 0.04% | 259 |
|
|
2023
Q4 | $265K | Buy |
+4,083
| New | +$265K | 0.12% | 173 |
|