Wealth Enhancement Advisory Services’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
211,494
+3,985
| +2% | +$252K | 0.02% | 541 |
|
|
2025
Q1 | $13.1M | Buy |
207,509
+6,000
| +3% | +$379K | 0.03% | 512 |
|
|
2024
Q4 | $11M | Buy |
201,509
+56,121
| +39% | +$3.06M | 0.02% | 531 |
|
|
2024
Q3 | $9.06M | Buy |
145,388
+1,983
| +1% | +$124K | 0.02% | 542 |
|
|
2024
Q2 | $7.89M | Buy |
143,405
+5,244
| +4% | +$289K | 0.02% | 551 |
|
|
2024
Q1 | $7.8M | Sell |
138,161
-8,113
| -6% | -$458K | 0.02% | 544 |
|
|
2023
Q4 | $9.48M | Sell |
146,274
-781
| -0.5% | -$50.6K | 0.03% | 446 |
|
|
2023
Q3 | $7.95M | Buy |
147,055
+104,498
| +246% | +$5.65M | 0.03% | 461 |
|
|
2023
Q2 | $2.88M | Sell |
42,557
-3,194
| -7% | -$216K | 0.03% | 168 |
|
|
2023
Q1 | $3.54M | Buy |
+45,751
| New | +$3.54M | 0.04% | 162 |
|