Allied Investment Advisors’s W.P. Carey WPC Stock Holding History

Allied Investment Advisors’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$211K	Buy
2023 Q2	–	Sell
2023 Q1	$228K	Hold
2022 Q4	$230K	Hold
2022 Q3	$206K	Sell
2022 Q2	$250K	Hold
2022 Q1	$244K	Hold
2021 Q4	$248K	Buy