TWD
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True Wealth Design’s W.P. Carey WPC Stock Holding History

True Wealth Design’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.6K Buy
379
+7
+2% +$437 0.01% 347
2025
Q1 		$23.5K Buy
372
+19
+5% +$1.2K 0.01% 319
2024
Q4 		$19.2K Buy
+353
New +$19.2K 0.01% 328