Aptus Capital Advisors’s W.P. Carey WPC Stock Holding History

Aptus Capital Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$230K	Buy
2025 Q2	$208K	Buy
2023 Q3	–	Sell
2023 Q2	$222K	Sell
2023 Q1	$287K	Sell
2022 Q4	$323K	Buy
2022 Q3	$275K	Buy
2022 Q2	$318K	Sell
2022 Q1	$313K	Buy