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

Lucia 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
2020 Q3	$112K	Buy
2020 Q2	$84K	Sell
2020 Q1	$91K	Buy
2019 Q4	$119K	Sell
2019 Q3	$192K	Buy
2019 Q2	$168K	Sell
2019 Q1	$440K	Buy
2018 Q4	$320K	Buy