SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.39M	Sell	38,248 -270	-0.7%	-$16.8K	0.18%	62
2025 Q1	$2.43M	Buy	+38,518	New	+$2.43M	0.19%	65
2015 Q2	–	Sell	-3,855	Closed	-$262K	–	172
2015 Q1	$262K	Buy	+3,855	New	+$262K	0.02%	145