MA
MKT Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
6,744
-400
| -6% | -$25.2K | 0.17% | 87 |
|
|
2025
Q1 | $407K | Hold |
7,144
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $399K | Sell |
7,144
-1,377
| -16% | -$76.8K | 0.17% | 88 |
|
|
2024
Q3 | $520K | Sell |
8,521
-587
| -6% | -$35.9K | 0.24% | 71 |
|
|
2024
Q2 | $500K | Sell |
9,108
-609
| -6% | -$33.4K | 0.25% | 70 |
|
|
2024
Q1 | $541K | Buy |
9,717
+34
| +0.4% | +$1.89K | 0.3% | 66 |
|
|
2023
Q4 | $628K | Sell |
9,683
-1,424
| -13% | -$92.3K | 0.41% | 48 |
|
|
2023
Q3 | $594K | Sell |
11,107
-31
| -0.3% | -$1.66K | 0.45% | 47 |
|
|
2023
Q2 | $759K | Sell |
11,138
-992
| -8% | -$67.6K | 0.54% | 35 |
|
|
2023
Q1 | $903K | Buy |
12,130
+14
| +0.1% | +$1.04K | 0.67% | 28 |
|
|
2022
Q4 | $1M | Buy |
12,116
+16
| +0.1% | +$1.32K | 0.76% | 22 |
|
|
2022
Q3 | $845K | Sell |
12,100
-13
| -0.1% | -$908 | 0.73% | 28 |
|
|
2022
Q2 | $997K | Hold |
12,113
| – | – | 0.78% | 21 |
|
|
2022
Q1 | $928K | Buy |
12,113
+39
| +0.3% | +$2.99K | 0.7% | 29 |
|
|
2021
Q4 | $913K | Buy |
+12,074
| New | +$913K | 0.72% | 27 |
|