KWM
Kingsview Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
3,539
+44
| +1% | +$2.75K | ﹤0.01% | 1069 |
|
|
2025
Q1 | $221K | Sell |
3,495
-814
| -19% | -$51.4K | ﹤0.01% | 1008 |
|
|
2024
Q4 | $235K | Sell |
4,309
-101
| -2% | -$5.5K | ﹤0.01% | 997 |
|
|
2024
Q3 | $275K | Buy |
4,410
+7
| +0.2% | +$436 | 0.01% | 914 |
|
|
2024
Q2 | $242K | Sell |
4,403
-603
| -12% | -$33.2K | 0.01% | 921 |
|
|
2024
Q1 | $283K | Buy |
5,006
+264
| +6% | +$14.9K | 0.01% | 840 |
|
|
2023
Q4 | $307K | Sell |
4,742
-447
| -9% | -$29K | 0.01% | 759 |
|
|
2023
Q3 | $281K | Buy |
5,189
+804
| +18% | +$43.5K | 0.01% | 772 |
|
|
2023
Q2 | $296K | Sell |
4,385
-1,003
| -19% | -$67.8K | 0.01% | 745 |
|
|
2023
Q1 | $417K | Buy |
5,388
+1,712
| +47% | +$133K | 0.02% | 626 |
|
|
2022
Q4 | $287K | Sell |
3,676
-616
| -14% | -$48.1K | 0.01% | 685 |
|
|
2022
Q3 | $300K | Buy |
4,292
+121
| +3% | +$8.46K | 0.01% | 640 |
|
|
2022
Q2 | $346K | Buy |
4,171
+697
| +20% | +$57.8K | 0.02% | 618 |
|
|
2022
Q1 | $281K | Buy |
3,474
+429
| +14% | +$34.7K | 0.01% | 720 |
|
|
2021
Q4 | $250K | Buy |
3,045
+77
| +3% | +$6.32K | 0.01% | 786 |
|
|
2021
Q3 | $217K | Sell |
2,968
-581
| -16% | -$42.5K | 0.01% | 782 |
|
|
2021
Q2 | $265K | Buy |
3,549
+69
| +2% | +$5.15K | 0.01% | 740 |
|
|
2021
Q1 | $252K | Sell |
3,480
-588
| -14% | -$42.6K | 0.01% | 694 |
|
|
2020
Q4 | $287K | Buy |
4,068
+4
| +0.1% | +$282 | 0.02% | 563 |
|
|
2020
Q3 | $265K | Sell |
4,064
-419
| -9% | -$27.3K | 0.02% | 505 |
|
|
2020
Q2 | $303K | Sell |
4,483
-580
| -11% | -$39.2K | 0.03% | 435 |
|
|
2020
Q1 | $294K | Buy |
5,063
+308
| +6% | +$17.9K | 0.04% | 366 |
|
|
2019
Q4 | $381K | Buy |
4,755
+857
| +22% | +$68.7K | 0.05% | 333 |
|
|
2019
Q3 | $349K | Buy |
3,898
+408
| +12% | +$36.5K | 0.05% | 313 |
|
|
2019
Q2 | $283K | Sell |
3,490
-1,217
| -26% | -$98.7K | 0.05% | 333 |
|
|
2019
Q1 | $369K | Sell |
4,707
-880
| -16% | -$69K | 0.06% | 315 |
|
|
2018
Q4 | $365K | Buy |
+5,587
| New | +$365K | 0.08% | 255 |
|