OWA
Octavia 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 | – | Sell |
-3,951
| Closed | -$253K | – | 244 |
|
|
2025
Q1 | $253K | Buy |
+3,951
| New | +$253K | 0.03% | 188 |
|
|
2024
Q1 | – | Sell |
-5,297
| Closed | -$348K | – | 241 |
|
|
2023
Q4 | $348K | Sell |
5,297
-3,661
| -41% | -$240K | 0.06% | 158 |
|
|
2023
Q3 | $494K | Buy |
8,958
+4,122
| +85% | +$227K | 0.1% | 103 |
|
|
2023
Q2 | $332K | Buy |
+4,836
| New | +$332K | 0.07% | 130 |
|