Golden State Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
1,636
+14
| +0.9% | +$873 | 0.01% | 474 |
|
|
2025
Q1 | $102K | Hold |
1,622
| – | – | 0.02% | 436 |
|
|
2024
Q4 | $88.4K | Buy |
+1,622
| New | +$88.4K | 0.01% | 455 |
|
|
2020
Q4 | – | Sell |
-2,222
| Closed | -$142K | – | 425 |
|
|
2020
Q3 | $142K | Buy |
+2,222
| New | +$142K | 0.05% | 227 |
|
|
2020
Q2 | – | Sell |
-2,520
| Closed | -$143K | – | 910 |
|
|
2020
Q1 | $143K | Buy |
+2,520
| New | +$143K | 0.06% | 198 |
|
|
2019
Q4 | – | Sell |
-2,326
| Closed | -$204K | – | 953 |
|
|
2019
Q3 | $204K | Sell |
2,326
-1,086
| -32% | -$95.2K | 0.07% | 202 |
|
|
2019
Q2 | $271K | Buy |
3,412
+26
| +0.8% | +$2.07K | 0.09% | 181 |
|
|
2019
Q1 | $260K | Buy |
+3,386
| New | +$260K | 0.09% | 189 |
|