Kingswood 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 | $408K | Sell |
6,538
-1,597
| -20% | -$99.6K | 0.03% | 476 |
|
|
2025
Q1 | $513K | Sell |
8,135
-1,526
| -16% | -$96.2K | 0.05% | 388 |
|
|
2024
Q4 | $526K | Buy |
9,661
+5,191
| +116% | +$283K | 0.04% | 422 |
|
|
2024
Q3 | $280K | Sell |
4,470
-2,393
| -35% | -$150K | 0.02% | 591 |
|
|
2024
Q2 | $378K | Sell |
6,863
-1,099
| -14% | -$60.5K | 0.03% | 461 |
|
|
2024
Q1 | $449K | Sell |
7,962
-323
| -4% | -$18.2K | 0.05% | 374 |
|
|
2023
Q4 | $537K | Buy |
+8,285
| New | +$537K | 0.06% | 333 |
|
|
2023
Q3 | – | Sell |
-6,233
| Closed | -$412K | – | 478 |
|
|
2023
Q2 | $412K | Buy |
+6,233
| New | +$412K | 0.13% | 158 |
|