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

IBEX Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-716
Closed -$39.4K – 280
2024
Q2 		$39.4K Buy
+716
New +$39.4K 0.01% 170