JFS Wealth Advisors’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 | – | Hold |
0
| – | -$30 | – | 1974 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1913 |
|
|
2024
Q2 | – | Sell |
-831
| Closed | -$46.9K | – | 2051 |
|
|
2024
Q1 | $46.9K | Buy |
+831
| New | +$46.9K | ﹤0.01% | 435 |
|
|
2020
Q4 | – | Sell |
-6
| Closed | – | – | 633 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 602 |
|
|
2020
Q2 | $0 | Sell |
6
-5
| -45% | – | ﹤0.01% | 580 |
|
|
2020
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 493 |
|