Surevest’s W.P. Carey WPC Stock Holding History

Surevest’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
2022 Q3	$4.67M	Buy
2022 Q2	$5.33M	Buy
2022 Q1	$4.91M	Sell
2021 Q4	$5.69M	Sell
2021 Q3	$5.08M	Buy
2021 Q2	$4.55M	Buy