M1FG
Mach-1 Financial Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,765
| Closed | -$238K | – | 308 |
|
|
2025
Q1 | $238K | Buy |
+3,765
| New | +$238K | 0.07% | 235 |
|
|
2024
Q4 | – | Sell |
-3,799
| Closed | -$237K | – | 90 |
|
|
2024
Q3 | $237K | Sell |
3,799
-55
| -1% | -$3.43K | 0.15% | 76 |
|
|
2024
Q2 | $212K | Hold |
3,854
| – | – | 0.14% | 67 |
|
|
2024
Q1 | $218K | Sell |
3,854
-626
| -14% | -$35.3K | 0.17% | 63 |
|
|
2023
Q4 | $290K | Hold |
4,480
| – | – | 0.11% | 182 |
|
|
2023
Q3 | $242K | Hold |
4,480
| – | – | 0.1% | 176 |
|
|
2023
Q2 | $303K | Sell |
4,480
-420
| -9% | -$28.4K | 0.09% | 166 |
|
|
2023
Q1 | $379K | Sell |
4,900
-243
| -5% | -$18.8K | ﹤0.01% | 254 |
|
|
2022
Q4 | $402K | Buy |
5,143
+1
| +0% | +$78 | 0.13% | 151 |
|
|
2022
Q3 | $358K | Sell |
5,142
-208
| -4% | -$14.5K | 0.37% | 20 |
|
|
2022
Q2 | $443K | Hold |
5,350
| – | – | 0.3% | 19 |
|
|
2022
Q1 | $432K | Sell |
5,350
-23
| -0.4% | -$1.86K | 0.29% | 15 |
|
|
2021
Q4 | $440K | Buy |
+5,373
| New | +$440K | 0.28% | 13 |
|