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

Legacy Wealth Planning’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,799
Closed -$232K – 96
2022
Q2 		$232K Sell
2,799
-320
-10% -$26.5K 0.33% 76
2022
Q1 		$252K Buy
+3,119
New +$252K 0.3% 72