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Adapt Wealth Advisors’s W.P. Carey WPC Stock Holding History

Adapt Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,710
Closed -$231K – 81
2024
Q3 		$231K Sell
3,710
-241
-6% -$15K 0.12% 62
2024
Q2 		$218K Buy
+3,951
New +$218K 0.14% 62