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

SFMG 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	$2.39M	Sell
2025 Q1	$2.43M	Buy
2015 Q2	–	Sell
2015 Q1	$262K	Buy