QWM
Quadcap Wealth Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
5,694
+62
| +1% | +$3.87K | 0.05% | 296 |
|
|
2025
Q1 | $355K | Buy |
5,632
+488
| +9% | +$30.8K | 0.05% | 287 |
|
|
2024
Q4 | $280K | Sell |
5,144
-782
| -13% | -$42.6K | 0.04% | 313 |
|
|
2024
Q3 | $369K | Buy |
5,926
+12
| +0.2% | +$748 | 0.06% | 283 |
|
|
2024
Q2 | $326K | Sell |
5,914
-103
| -2% | -$5.67K | 0.06% | 296 |
|
|
2024
Q1 | $340K | Sell |
6,017
-828
| -12% | -$46.7K | 0.08% | 255 |
|
|
2023
Q4 | $444K | Buy |
+6,845
| New | +$444K | 0.11% | 219 |
|