Barlow Wealth Partners’s W.P. Carey WPC Stock Holding History

Barlow Wealth Partners’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 Q2	$266K	Sell
2025 Q1	$306K	Hold
2024 Q4	$274K	Hold
2024 Q3	$303K	Hold
2024 Q2	$295K	Hold
2024 Q1	$278K	Hold
2023 Q4	$327K	Buy