PWA
Physician 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 | $229K | Buy |
3,676
+17
| +0.5% | +$1.06K | 0.04% | 163 |
|
|
2025
Q1 | $231K | Hold |
3,659
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $199K | Hold |
3,659
| – | – | 0.03% | 184 |
|
|
2024
Q3 | $218K | Hold |
3,659
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $213K | Sell |
3,659
-108
| -3% | -$6.29K | 0.04% | 172 |
|
|
2024
Q1 | $201K | Buy |
3,767
+8
| +0.2% | +$427 | 0.04% | 170 |
|
|
2023
Q4 | $244K | Sell |
3,759
-1,122
| -23% | -$72.7K | 0.05% | 139 |
|
|
2023
Q3 | $262K | Sell |
4,881
-3,096
| -39% | -$166K | 0.07% | 121 |
|
|
2023
Q2 | $547K | Hold |
7,977
| – | – | 0.14% | 72 |
|
|
2023
Q1 | $578K | Hold |
7,977
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $676K | Hold |
7,977
| – | – | 0.18% | 64 |
|
|
2022
Q3 | $587K | Buy |
7,977
+3,146
| +65% | +$232K | 0.18% | 66 |
|
|
2022
Q2 | $423K | Hold |
4,831
| – | – | 0.12% | 88 |
|
|
2022
Q1 | $385K | Hold |
4,831
| – | – | 0.1% | 100 |
|
|
2021
Q4 | $390K | Hold |
4,831
| – | – | 0.1% | 101 |
|
|
2021
Q3 | $372K | Hold |
4,831
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $380K | Buy |
4,831
+100
| +2% | +$7.87K | 0.11% | 96 |
|
|
2021
Q1 | $341K | Hold |
4,731
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $321K | Hold |
4,731
| – | – | 0.11% | 100 |
|
|
2020
Q3 | $302K | Hold |
4,731
| – | – | 0.12% | 97 |
|
|
2020
Q2 | $346K | Buy |
4,731
+200
| +4% | +$14.6K | 0.14% | 89 |
|
|
2020
Q1 | $268K | Buy |
4,531
+210
| +5% | +$12.4K | 0.13% | 85 |
|
|
2019
Q4 | $360K | Sell |
4,321
-440
| -9% | -$36.7K | 0.16% | 77 |
|
|
2019
Q3 | $397K | Buy |
+4,761
| New | +$397K | 0.19% | 65 |
|