KWMG
King 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 | $218K | Hold |
3,495
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $221K | Buy |
+3,495
| New | +$221K | 0.03% | 144 |
|
|
2024
Q4 | – | Sell |
-3,495
| Closed | -$218K | – | 165 |
|
|
2024
Q3 | $218K | Buy |
+3,495
| New | +$218K | 0.03% | 137 |
|
|
2019
Q4 | – | Sell |
-2,450
| Closed | -$219K | – | 148 |
|
|
2019
Q3 | $219K | Buy |
+2,450
| New | +$219K | 0.06% | 130 |
|