Principal Securities’s W.P. Carey WPC Stock Holding History

Principal Securities’s Portfolio WPC Stock Details WPC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$171K	Sell
2025 Q2	$264K	Sell
2025 Q1	$773K	Hold
2024 Q4	$773K	Sell
2024 Q3	$942K	Buy
2024 Q2	$808K	Sell
2024 Q1	$856K	Buy
2023 Q4	$951K	Buy