Mount Yale Investment Advisors’s W.P. Carey WPC Stock Holding History

Mount Yale Investment Advisors’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
2025 Q2	$21.7K	Buy
2018 Q4	–	Sell
2018 Q3	$26K	Buy