PIA
Perennial Investment Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
5,363
-56
| -1% | -$3.49K | 0.03% | 319 |
|
|
2025
Q1 | $342K | Sell |
5,419
-223
| -4% | -$14.1K | 0.04% | 294 |
|
|
2024
Q4 | $307K | Sell |
5,642
-1,217
| -18% | -$66.3K | 0.04% | 289 |
|
|
2024
Q3 | $427K | Sell |
6,859
-697
| -9% | -$43.4K | 0.06% | 233 |
|
|
2024
Q2 | $416K | Buy |
7,556
+741
| +11% | +$40.8K | 0.06% | 222 |
|
|
2024
Q1 | $385K | Buy |
6,815
+530
| +8% | +$29.9K | 0.06% | 215 |
|
|
2023
Q4 | $407K | Buy |
6,285
+471
| +8% | +$30.5K | 0.07% | 192 |
|
|
2023
Q3 | $314K | Buy |
5,814
+1,671
| +40% | +$90.4K | 0.06% | 230 |
|
|
2023
Q2 | $280K | Buy |
4,143
+400
| +11% | +$27K | 0.05% | 252 |
|
|
2023
Q1 | $290K | Buy |
3,743
+265
| +8% | +$20.5K | 0.05% | 240 |
|
|
2022
Q4 | $272K | Buy |
3,478
+313
| +10% | +$24.5K | 0.11% | 158 |
|
|
2022
Q3 | $221K | Buy |
+3,165
| New | +$221K | 0.1% | 169 |
|
|
2020
Q2 | – | Sell |
-3,678
| Closed | -$214K | – | 141 |
|
|
2020
Q1 | $214K | Buy |
3,678
+966
| +36% | +$56.2K | 0.19% | 106 |
|
|
2019
Q4 | $217K | Buy |
+2,712
| New | +$217K | 0.17% | 119 |
|