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Asset Planning Inc’s W.P. Carey WPC Stock Holding History

Asset Planning Inc’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$96.1K Hold
1,540
– – 0.07% 109
2025
Q1 		$97.2K Hold
1,540
– – 0.08% 105
2024
Q4 		$83.9K Buy
+1,540
New +$83.9K 0.06% 115