SWA
WPC icon

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

Sightline Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,642
Closed -$202K – 62
2022
Q4 		$202K Buy
+2,642
New +$202K 0.22% 56