NWWA
New Wave 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 | $263K | Sell |
4,212
-19
| -0.4% | -$1.19K | 0.11% | 106 |
|
|
2025
Q1 | $267K | Sell |
4,231
-450
| -10% | -$28.4K | 0.12% | 104 |
|
|
2024
Q4 | $255K | Buy |
4,681
+1,395
| +42% | +$76K | 0.1% | 115 |
|
|
2024
Q3 | $205K | Buy |
+3,286
| New | +$205K | 0.09% | 145 |
|