Legacy Wealth Management (Idaho)’s W.P. Carey WPC Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q1	–	Sell
2025 Q4	$564	Hold
2025 Q3	$584	Buy