MWM
Modern 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 | $578K | Buy |
9,272
+105
| +1% | +$6.55K | 0.01% | 446 |
|
|
2025
Q1 | $578K | Buy |
9,167
+2,093
| +30% | +$132K | 0.02% | 388 |
|
|
2024
Q4 | $385K | Sell |
7,074
-1,211
| -15% | -$66K | 0.01% | 406 |
|
|
2024
Q3 | $516K | Buy |
8,285
+345
| +4% | +$21.5K | 0.03% | 248 |
|
|
2024
Q2 | $437K | Buy |
7,940
+235
| +3% | +$12.9K | 0.03% | 241 |
|
|
2024
Q1 | $435K | Buy |
+7,705
| New | +$435K | 0.04% | 185 |
|