WMS
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Wealth Management Strategies’s W.P. Carey WPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$241K Sell
3,816
-489
-11% -$30.9K 0.16% 33
2024
Q4
$2.35K Buy
+4,305
New +$2.35K 0.18% 33