Provenance Wealth Advisors’s W.P. Carey WPC Stock Holding History

Provenance Wealth 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	$6.24K	Hold
2025 Q1	$6.31K	Hold
2024 Q4	$5.45K	Hold
2024 Q3	$6.23K	Hold
2024 Q2	$5.5K	Hold
2024 Q1	$5.64K	Hold
2023 Q4	$6.48K	Sell
2023 Q3	$5.41K	Buy