Winch Advisory Services’s W.P. Carey WPC Stock Holding History

Winch Advisory Services’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 Q2	$81.5K	Buy
2025 Q1	$81.3K	Buy
2024 Q4	$69.1K	Buy
2015 Q2	–	Sell
2015 Q1	$41K	Buy
2014 Q4	–	Sell
2014 Q3	$37K	Buy
2014 Q2	$37K	Buy
2014 Q1	$34K	Buy