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Tobias Financial Advisors’s W.P. Carey WPC Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-1,559
Closed -$122K – 296
2019
Q4 		$122K Buy
+1,559
New +$122K 0.08% 64