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RFG - Bristol Wealth Advisors’s W.P. Carey WPC Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$317K Buy
5,083
+8
+0.2% +$499 0.1% 141
2025
Q1 		$320K Buy
5,075
+8
+0.2% +$505 0.11% 133
2024
Q4 		$276K Buy
+5,067
New +$276K 0.09% 133