Kestra Private Wealth Services’s W.P. Carey WPC Stock Holding History

Kestra Private Wealth Services’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.5M	Sell
2025 Q2	$1.45M	Sell
2025 Q1	$1.52M	Sell
2024 Q4	$1.36M	Buy
2024 Q3	$406K	Buy
2024 Q2	$359K	Buy
2024 Q1	$361K	Buy
2020 Q4	–	Sell
2020 Q3	$355K	Buy