Gradient Capital Advisors, LLC's ownership history for WPC

Gradient Capital Advisors, LLC currently holds 27.9K shares with a market value of $1.9M. It started holding WPC on 2024-09-30. At its peak, it held 31.4K shares on 2024-09-30. Its highest holding value was $2.0M on 2024-09-30. At its lowest, it held 27.9K shares on 2026-03-31, with a value of $1.6M on 2024-12-31. In the recent 180 days, Gradient Capital Advisors, LLC has decreased its shares by 275. In the recent year, Gradient Capital Advisors, LLC has decreased its shares by 1.3K.