HWA
HHM Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49K | Sell |
104
-441
| -81% | -$27.5K | ﹤0.01% | 661 |
|
|
2025
Q1 | $34.4K | Hold |
545
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $29.7K | Hold |
545
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $34K | Hold |
545
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $30K | Sell |
545
-127
| -19% | -$6.99K | ﹤0.01% | 400 |
|
|
2024
Q1 | $37.9K | Sell |
672
-8
| -1% | -$452 | 0.01% | 334 |
|
|
2023
Q4 | $44.1K | Hold |
680
| – | – | 0.01% | 306 |
|
|
2023
Q3 | $36.8K | Hold |
680
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $45.9K | Hold |
680
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $52.7K | Buy |
680
+38
| +6% | +$2.94K | 0.01% | 269 |
|
|
2022
Q4 | $50.2K | Hold |
642
| – | – | 0.01% | 244 |
|
|
2022
Q3 | $45K | Buy |
642
+97
| +18% | +$6.8K | 0.01% | 249 |
|
|
2022
Q2 | $45K | Hold |
545
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $44K | Hold |
545
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $45K | Hold |
545
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $40K | Hold |
545
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $41K | Hold |
545
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $39K | Hold |
545
| – | – | 0.01% | 313 |
|
|
2020
Q4 | $38K | Hold |
545
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $36K | Hold |
545
| – | – | 0.01% | 259 |
|
|
2020
Q2 | $37K | Hold |
545
| – | – | 0.02% | 253 |
|
|
2020
Q1 | $32K | Buy |
+545
| New | +$32K | 0.02% | 251 |
|