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Trek Financial’s W.P. Carey WPC Stock Holding History

Trek Financial’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
Q2 		– Sell
-2,918
Closed -$221K – 312
2023
Q1 		$221K Buy
+2,918
New +$221K 0.02% 227