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

Wingate Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-673
Closed -$36.7K – 462
2024
Q4 		$36.7K Buy
+673
New +$36.7K 0.04% 247