GPS Wealth Strategies Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.9K | Sell |
1,217
-100
| -8% | -$6.24K | 0.01% | 536 |
|
|
2025
Q1 | $83.1K | Sell |
1,317
-62
| -4% | -$3.91K | 0.01% | 502 |
|
|
2024
Q4 | $75.1K | Hold |
1,379
| – | – | 0.01% | 499 |
|
|
2024
Q3 | $85.9K | Sell |
1,379
-2,785
| -67% | -$173K | 0.01% | 465 |
|
|
2024
Q2 | $229K | Sell |
4,164
-11
| -0.3% | -$606 | 0.03% | 243 |
|
|
2024
Q1 | $236K | Sell |
4,175
-1,974
| -32% | -$111K | 0.04% | 225 |
|
|
2023
Q4 | $399K | Sell |
6,149
-422
| -6% | -$27.4K | 0.07% | 172 |
|
|
2023
Q3 | $348K | Sell |
6,571
-298
| -4% | -$15.8K | 0.07% | 180 |
|
|
2023
Q2 | $455K | Sell |
6,869
-147
| -2% | -$9.73K | 0.08% | 152 |
|
|
2023
Q1 | $532K | Buy |
+7,016
| New | +$532K | 0.11% | 135 |
|
|
2022
Q4 | – | Sell |
-6,749
| Closed | -$461K | – | 1091 |
|
|
2022
Q3 | $461K | Buy |
6,749
+2,644
| +64% | +$181K | 0.12% | 130 |
|
|
2022
Q2 | $333K | Buy |
4,105
+27
| +0.7% | +$2.19K | 0.09% | 160 |
|
|
2022
Q1 | $323K | Sell |
4,078
-869
| -18% | -$68.8K | 0.07% | 154 |
|
|
2021
Q4 | $398K | Sell |
4,947
-348
| -7% | -$28K | 0.09% | 145 |
|
|
2021
Q3 | $379K | Buy |
5,295
+40
| +0.8% | +$2.86K | 0.09% | 138 |
|
|
2021
Q2 | $384K | Buy |
5,255
+3
| +0.1% | +$219 | 0.1% | 132 |
|
|
2021
Q1 | $364K | Buy |
5,252
+162
| +3% | +$11.2K | 0.11% | 123 |
|
|
2020
Q4 | $352K | Sell |
5,090
-559
| -10% | -$38.7K | 0.12% | 113 |
|
|
2020
Q3 | $361K | Buy |
+5,649
| New | +$361K | 0.15% | 100 |
|