Valmark Advisers’s W.P. Carey WPC Stock Holding History

Valmark Advisers’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$212K	Hold
2023 Q1	$243K	Buy
2022 Q4	$207K	Buy
2022 Q3	–	Sell
2022 Q2	$219K	Sell
2022 Q1	$228K	Buy
2021 Q4	$219K	Buy
2021 Q2	–	Sell
2021 Q1	$208K	Buy