SWA
SOA 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 | $151K | Buy |
2,416
+37
| +2% | +$2.31K | 0.03% | 231 |
|
|
2025
Q1 | $150K | Buy |
2,379
+15
| +0.6% | +$947 | 0.03% | 215 |
|
|
2024
Q4 | $129K | Buy |
2,364
+13
| +0.6% | +$708 | 0.02% | 228 |
|
|
2024
Q3 | $146K | Buy |
2,351
+14
| +0.6% | +$872 | 0.03% | 212 |
|
|
2024
Q2 | $129K | Sell |
2,337
-617
| -21% | -$34K | 0.03% | 220 |
|
|
2024
Q1 | $167K | Sell |
2,954
-71,077
| -96% | -$4.01M | 0.03% | 196 |
|
|
2023
Q4 | $4.8M | Sell |
74,031
-4,768
| -6% | -$309K | 1.07% | 21 |
|
|
2023
Q3 | $4.26M | Sell |
78,799
-7,535
| -9% | -$407K | 1.06% | 21 |
|
|
2023
Q2 | $5.83M | Sell |
86,334
-2,292
| -3% | -$155K | 1.37% | 17 |
|
|
2023
Q1 | $6.86M | Sell |
88,626
-4
| -0% | -$310 | 1.69% | 15 |
|
|
2022
Q4 | $6.93M | Sell |
88,630
-2,107
| -2% | -$165K | 1.86% | 12 |
|
|
2022
Q3 | $6.33M | Buy |
90,737
+38,535
| +74% | +$2.69M | 1.91% | 11 |
|
|
2022
Q2 | $4.33M | Sell |
52,202
-47
| -0.1% | -$3.89K | 1.27% | 19 |
|
|
2022
Q1 | $4.22M | Sell |
52,249
-238
| -0.5% | -$19.2K | 1.03% | 23 |
|
|
2021
Q4 | $4.3M | Sell |
52,487
-42
| -0.1% | -$3.44K | 1.04% | 25 |
|
|
2021
Q3 | $3.84M | Buy |
52,529
+378
| +0.7% | +$27.6K | 0.98% | 25 |
|
|
2021
Q2 | $3.89M | Sell |
52,151
-5,234
| -9% | -$391K | 1% | 25 |
|
|
2021
Q1 | $4.06M | Sell |
57,385
-1,283
| -2% | -$90.8K | 1.14% | 24 |
|
|
2020
Q4 | $4.04M | Buy |
+58,668
| New | +$4.04M | 1.1% | 26 |
|