MSWM
McGlone Suttner 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 | $661K | Buy |
10,589
+518
| +5% | +$32.3K | 0.1% | 95 |
|
|
2025
Q1 | $636K | Buy |
10,071
+2,604
| +35% | +$164K | 0.1% | 91 |
|
|
2024
Q4 | $407K | Sell |
7,467
-2,148
| -22% | -$117K | 0.07% | 119 |
|
|
2024
Q3 | $599K | Buy |
9,615
+650
| +7% | +$40.5K | 0.12% | 93 |
|
|
2024
Q2 | $581K | Sell |
8,965
-1,370
| -13% | -$88.8K | 0.12% | 79 |
|
|
2024
Q1 | $583K | Buy |
10,335
+1,370
| +15% | +$77.3K | 0.11% | 83 |
|
|
2023
Q4 | $581K | Buy |
8,965
+736
| +9% | +$47.7K | 0.11% | 79 |
|
|
2023
Q3 | $445K | Buy |
8,229
+177
| +2% | +$9.58K | 0.1% | 79 |
|
|
2023
Q2 | $544K | Sell |
8,052
-950
| -11% | -$64.2K | 0.12% | 72 |
|
|
2023
Q1 | $697K | Sell |
9,002
-129
| -1% | -$9.99K | 0.18% | 55 |
|
|
2022
Q4 | $714K | Buy |
+9,131
| New | +$714K | 0.23% | 52 |
|