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Valued Wealth Advisors’s W.P. Carey WPC Stock Holding History

Valued Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$697 Hold
11
– – ﹤0.01% 488
2025
Q1 		$704 Hold
11
– – ﹤0.01% 517
2024
Q4 		$609 Hold
11
– – ﹤0.01% 534
2024
Q3 		$695 Buy
+11
New +$695 ﹤0.01% 506