Spire Wealth Management’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 | $187K | Sell |
2,997
-55
| -2% | -$3.43K | 0.01% | 782 |
|
|
2025
Q1 | $193K | Buy |
3,052
+997
| +49% | +$62.9K | 0.01% | 830 |
|
|
2024
Q4 | $112K | Hold |
2,055
| – | – | ﹤0.01% | 992 |
|
|
2024
Q3 | $128K | Hold |
2,055
| – | – | ﹤0.01% | 844 |
|
|
2024
Q2 | $113K | Hold |
2,055
| – | – | ﹤0.01% | 860 |
|
|
2024
Q1 | $116K | Buy |
2,055
+15
| +0.7% | +$847 | ﹤0.01% | 942 |
|
|
2023
Q4 | $134K | Sell |
2,040
-43
| -2% | -$2.82K | ﹤0.01% | 904 |
|
|
2023
Q3 | $110K | Sell |
2,083
-86
| -4% | -$4.56K | ﹤0.01% | 922 |
|
|
2023
Q2 | $144K | Buy |
2,169
+1
| +0% | +$66 | 0.01% | 841 |
|
|
2023
Q1 | $164K | Buy |
2,168
+1,451
| +202% | +$110K | 0.01% | 794 |
|
|
2022
Q4 | $55K | Buy |
717
+1
| +0.1% | +$77 | ﹤0.01% | 957 |
|
|
2022
Q3 | $49K | Sell |
716
-870
| -55% | -$59.5K | ﹤0.01% | 960 |
|
|
2022
Q2 | $129K | Sell |
1,586
-1,539
| -49% | -$125K | 0.01% | 934 |
|
|
2022
Q1 | $248K | Sell |
3,125
-5
| -0.2% | -$397 | 0.01% | 798 |
|
|
2021
Q4 | $252K | Sell |
3,130
-410
| -12% | -$33K | 0.01% | 992 |
|
|
2021
Q3 | $253K | Sell |
3,540
-294
| -8% | -$21K | 0.01% | 830 |
|
|
2021
Q2 | $280K | Hold |
3,834
| – | – | 0.01% | 804 |
|
|
2021
Q1 | $266K | Buy |
+3,834
| New | +$266K | 0.01% | 934 |
|