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

Lucia Wealth Services’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
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