TFC Financial Management’s W.P. Carey WPC Stock Holding History

TFC Financial Management’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 Q3	$136	Hold
2025 Q2	$125	Hold
2025 Q1	$127	Hold
2024 Q4	$109	Hold
2024 Q3	$125	Hold
2024 Q2	$111	Buy
2023 Q4	–	Sell
2023 Q3	$325	Hold
2023 Q2	$406	Buy