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

Provence Wealth Management Group’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
2023 Q4	$40.5K	Sell
2023 Q3	$46.4K	Buy
2023 Q1	–	Sell
2022 Q4	$292K	Sell
2022 Q3	$277K	Buy
2022 Q2	$328K	Buy
2022 Q1	$308K	Buy
2021 Q4	$305K	Buy