Strategic Wealth Partners’s W.P. Carey WPC Stock Holding History

Strategic Wealth Partners’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.57K	Sell
2025 Q2	$54.3K	Buy
2019 Q4	–	Sell
2019 Q3	$30	Hold
2019 Q2	$27K	Sell
2019 Q1	$73K	Hold
2018 Q4	$65K	Buy
2018 Q3	$33K	Buy
2018 Q2	$22K	Hold
2018 Q1	$21K	Buy