Provenance Wealth Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2025
Q1 | $6.31K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $5.45K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $6.23K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2024
Q2 | $5.51K | Hold |
100
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $5.64K | Hold |
100
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $6.48K | Sell |
100
-2
| -2% | -$130 | ﹤0.01% | 347 |
|
|
2023
Q3 | $5.41K | Buy |
+102
| New | +$5.41K | ﹤0.01% | 270 |
|