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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,344
Closed -$237K 111
2024
Q4
$237K Buy
+4,344
New +$237K 0.03% 91