KOMWMG
Kerntke Otto McGlone Wealth Management Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
7,014
+146
| +2% | +$9.11K | 0.35% | 48 |
|
|
2025
Q1 | $433K | Buy |
6,868
+29
| +0.4% | +$1.83K | 0.38% | 45 |
|
|
2024
Q4 | $373K | Sell |
6,839
-681
| -9% | -$37.1K | 0.28% | 50 |
|
|
2024
Q3 | $469K | Sell |
7,520
-273
| -4% | -$17K | 0.39% | 41 |
|
|
2024
Q2 | $429K | Buy |
7,793
+47
| +0.6% | +$2.59K | 0.4% | 43 |
|
|
2024
Q1 | $437K | Sell |
7,746
-176
| -2% | -$9.93K | 0.43% | 40 |
|
|
2023
Q4 | $513K | Buy |
7,922
+1,318
| +20% | +$85.4K | 0.51% | 33 |
|
|
2023
Q3 | $357K | Buy |
6,604
+97
| +1% | +$5.25K | 0.37% | 43 |
|
|
2023
Q2 | $440K | Buy |
6,507
+162
| +3% | +$11K | 0.43% | 39 |
|
|
2023
Q1 | $491K | Buy |
6,345
+80
| +1% | +$6.19K | 0.51% | 34 |
|
|
2022
Q4 | $490K | Buy |
6,265
+32
| +0.5% | +$2.5K | 0.56% | 33 |
|
|
2022
Q3 | $435K | Sell |
6,233
-316
| -5% | -$22.1K | 0.66% | 31 |
|
|
2022
Q2 | $543K | Buy |
6,549
+51
| +0.8% | +$4.23K | 0.81% | 29 |
|
|
2022
Q1 | $525K | Sell |
6,498
-623
| -9% | -$50.3K | 1.2% | 17 |
|
|
2021
Q4 | $584K | Sell |
7,121
-1,850
| -21% | -$152K | 0.71% | 27 |
|
|
2021
Q3 | $655K | Sell |
8,971
-8,890
| -50% | -$649K | 1.95% | 13 |
|
|
2021
Q2 | $1.33M | Buy |
17,861
+722
| +4% | +$53.9K | 0.53% | 34 |
|
|
2021
Q1 | $1.21M | Sell |
17,139
-1,883
| -10% | -$133K | 0.64% | 35 |
|
|
2020
Q4 | $1.34M | Sell |
19,022
-4,550
| -19% | -$321K | 0.79% | 33 |
|
|
2020
Q3 | $1.54M | Sell |
23,572
-4,334
| -16% | -$282K | 1.13% | 27 |
|
|
2020
Q2 | $1.89M | Buy |
27,906
+795
| +3% | +$53.8K | 1.72% | 15 |
|
|
2020
Q1 | $1.58M | Buy |
27,111
+1,046
| +4% | +$60.8K | 1.76% | 17 |
|
|
2019
Q4 | $2.09M | Buy |
+26,065
| New | +$2.09M | 1.76% | 17 |
|