Ausdal Financial Partners’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,625	Closed	-$351K	–	470
2023 Q1	$351K	Buy	4,625 +826	+22%	+$65.8K	0.05%	308
2022 Q4	$291K	Sell	3,799 -602	-14%	-$45.2K	0.04%	346
2022 Q3	$301K	Buy	4,401 +1,044	+31%	+$85.5K	0.05%	330
2022 Q2	$272K	Buy	+3,357	New	+$271K	0.04%	363
2020 Q1	–	Sell	-3,335	Closed	-$275K	–	351
2019 Q4	$275K	Sell	3,335 -4,495	-57%	-$377K	0.08%	260
2019 Q3	$686K	Buy	7,830 +626	+9%	+$53.3K	0.24%	111
2019 Q2	$610K	Buy	7,204 +920	+15%	+$72.9K	0.23%	114
2019 Q1	$482K	Buy	+6,284	New	+$453K	0.2%	134
2016 Q1	–	Sell	-378	Closed	-$22K	–	1029
2015 Q4	$22K	Buy	+378	New	+$22.7K	0.01%	711