USCWA
U.S. Capital 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 | $8.23M | Buy |
131,993
+16,458
| +14% | +$1.03M | 0.24% | 112 |
|
|
2025
Q1 | $7.29M | Buy |
115,535
+66,591
| +136% | +$4.2M | 0.22% | 117 |
|
|
2024
Q4 | $2.67M | Buy |
+48,944
| New | +$2.67M | 0.08% | 250 |
|
|
2024
Q1 | – | Sell |
-3,363
| Closed | -$218K | – | 713 |
|
|
2023
Q4 | $218K | Buy |
+3,363
| New | +$218K | 0.01% | 617 |
|
|
2023
Q3 | – | Sell |
-3,714
| Closed | -$251K | – | 684 |
|
|
2023
Q2 | $251K | Buy |
+3,714
| New | +$251K | 0.01% | 575 |
|
|
2023
Q1 | – | Sell |
-2,267
| Closed | -$177K | – | 1536 |
|
|
2022
Q4 | $177K | Buy |
+2,267
| New | +$177K | 0.01% | 631 |
|