LCWP
Legacy Capital Wealth Partners’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
11,107
-220
| -2% | -$13.7K | 0.16% | 134 |
|
|
2025
Q1 | $715K | Buy |
11,327
+63
| +0.6% | +$3.98K | 0.18% | 118 |
|
|
2024
Q4 | $614K | Buy |
11,264
+2,155
| +24% | +$117K | 0.15% | 137 |
|
|
2024
Q3 | $567K | Buy |
9,109
+1,560
| +21% | +$97.2K | 0.11% | 172 |
|
|
2024
Q2 | $416K | Buy |
+7,549
| New | +$416K | 0.11% | 187 |
|
|
2024
Q1 | – | Sell |
-3,350
| Closed | -$217K | – | 351 |
|
|
2023
Q4 | $217K | Buy |
+3,350
| New | +$217K | 0.06% | 268 |
|
|
2023
Q2 | – | Sell |
-3,350
| Closed | -$259K | – | 247 |
|
|
2023
Q1 | $259K | Buy |
+3,350
| New | +$259K | 0.07% | 211 |
|