GHP Investment Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Hold |
285
| – | – | ﹤0.01% | 644 |
|
|
2025
Q1 | $18K | Hold |
285
| – | – | ﹤0.01% | 619 |
|
|
2024
Q4 | $15.5K | Hold |
285
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $17.8K | Hold |
285
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $15.7K | Hold |
285
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $16.1K | Hold |
285
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $18.5K | Sell |
285
-6
| -2% | -$389 | ﹤0.01% | 586 |
|
|
2023
Q3 | $15.4K | Hold |
291
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $19.1K | Buy |
+291
| New | +$19.1K | ﹤0.01% | 594 |
|