Atlanta Financial Associates’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	$797K	Sell	11,535 -1,961	-15%	-$135K	0.37%	26
2020 Q4	$933K	Sell	13,496 -5,048	-27%	-$349K	0.44%	21
2020 Q3	$1.18M	Buy	18,544 +1,194	+7%	+$76.2K	0.61%	16
2020 Q2	$1.15M	Sell	17,350 -10,214	-37%	-$677K	0.64%	16
2020 Q1	$1.57M	Buy	+27,564	New	+$1.57M	1.24%	11