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Philip James Wealth Mangement’s W.P. Carey WPC Stock Holding History

Philip James Wealth Mangement’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,232
Closed -$274K – 86
2023
Q4 		$274K Buy
+4,232
New +$274K 0.21% 58