NIWA
New Insight Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
38,295
-1,455
| -4% | -$90.8K | 0.98% | 24 |
|
|
2025
Q1 | $2.51M | Sell |
39,750
-10,268
| -21% | -$648K | 1.14% | 23 |
|
|
2024
Q4 | $2.72M | Sell |
50,018
-3,468
| -6% | -$189K | 1.36% | 18 |
|
|
2024
Q3 | $3.33M | Sell |
53,486
-5,469
| -9% | -$341K | 1.75% | 16 |
|
|
2024
Q2 | $3.25M | Sell |
58,955
-1,637
| -3% | -$90.1K | 1.91% | 17 |
|
|
2024
Q1 | $3.42M | Sell |
60,592
-65
| -0.1% | -$3.67K | 2.14% | 15 |
|
|
2023
Q4 | $3.93M | Buy |
+60,657
| New | +$3.93M | 2.65% | 13 |
|