High Net Worth Advisory Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
3,770
| – | – | 0.06% | 207 |
|
|
2025
Q1 | $238K | Buy |
+3,770
| New | +$238K | 0.07% | 190 |
|
|
2023
Q1 | – | Sell |
-763
| Closed | -$58.4K | – | 586 |
|
|
2022
Q4 | $58.4K | Hold |
763
| – | – | 0.02% | 303 |
|
|
2022
Q3 | $52K | Hold |
763
| – | – | 0.02% | 317 |
|
|
2022
Q2 | $62K | Hold |
763
| – | – | 0.03% | 291 |
|
|
2022
Q1 | $60K | Hold |
763
| – | – | 0.02% | 315 |
|
|
2021
Q4 | $61K | Buy |
+763
| New | +$61K | 0.02% | 326 |
|