Modern Wealth Management’s W.P. Carey WPC Stock Holding History

Modern Wealth Management’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	$971K	Buy
2025 Q4	$873K	Buy
2025 Q3	$596K	Sell
2025 Q2	$578K	Buy
2025 Q1	$578K	Buy
2024 Q4	$385K	Sell
2024 Q3	$516K	Buy
2024 Q2	$437K	Buy
2024 Q1	$435K	Buy