WAS
Winch 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 | $81.5K | Buy |
1,307
+19
| +1% | +$1.19K | 0.02% | 135 |
|
|
2025
Q1 | $81.3K | Buy |
1,288
+20
| +2% | +$1.26K | 0.02% | 129 |
|
|
2024
Q4 | $69.1K | Buy |
+1,268
| New | +$69.1K | 0.02% | 139 |
|
|
2015
Q2 | – | Sell |
-602
| Closed | -$41K | – | 350 |
|
|
2015
Q1 | $41K | Buy |
+602
| New | +$41K | 0.02% | 90 |
|
|
2014
Q4 | – | Sell |
-585
| Closed | -$37K | – | 179 |
|
|
2014
Q3 | $37K | Buy |
585
+8
| +1% | +$506 | 0.02% | 80 |
|
|
2014
Q2 | $37K | Buy |
577
+8
| +1% | +$513 | 0.02% | 102 |
|
|
2014
Q1 | $34K | Buy |
+569
| New | +$34K | 0.02% | 116 |
|