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

WCG Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$663K	Sell
2024 Q3	$1.05M	Sell
2024 Q2	$1.15M	Sell
2024 Q1	$1.19M	Buy
2023 Q4	$1.35M	Sell
2023 Q3	$1.22M	Buy