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

Genesis Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$26.5K Sell
459
-948
-67% -$54.8K 0.02% 260
2015
Q1 		$93.7K Hold
1,407
– – 0.08% 131
2014
Q4 		$95.3K Buy
+1,407
New +$95.3K 0.08% 142