MAM
Mystic Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
4,510
| – | – | 0.07% | 196 |
|
|
2025
Q1 | $285K | Sell |
4,510
-101
| -2% | -$6.37K | 0.08% | 190 |
|
|
2024
Q4 | $251K | Buy |
+4,611
| New | +$251K | 0.07% | 197 |
|
|
2022
Q1 | – | Sell |
-615
| Closed | -$50K | – | 411 |
|
|
2021
Q4 | $50K | Buy |
+615
| New | +$50K | 0.02% | 258 |
|