Principia Wealth Advisory’s W.P. Carey WPC Stock Holding History

Principia Wealth Advisory’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	$499	Hold
2025 Q1	$468	Buy
2024 Q4	$109	Buy