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

OneAscent Wealth Management’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$223K Hold
3,158
– – 0.1% 186
2020
Q4 		$226K Buy
+3,158
New +$226K 0.1% 182