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

Legacy Capital 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	$693K	Sell
2025 Q1	$715K	Buy
2024 Q4	$614K	Buy
2024 Q3	$567K	Buy
2024 Q2	$416K	Buy
2024 Q1	–	Sell
2023 Q4	$217K	Buy
2023 Q2	–	Sell
2023 Q1	$259K	Buy