BerganKDV Wealth Management’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	$16.9K	Sell	255 -15	-6%	-$1.04K	﹤0.01%	507
2023 Q1	$20.4K	Buy	270 +5	+2%	+$398	﹤0.01%	515
2022 Q4	$20.3K	Sell	265 -10	-4%	-$751	﹤0.01%	492
2022 Q3	$19K	Buy	275 +3	+1%	+$246	﹤0.01%	504
2022 Q2	$22K	Buy	272 +3	+1%	+$242	﹤0.01%	488
2022 Q1	$21K	Buy	269 +4	+2%	+$307	﹤0.01%	509
2021 Q4	$21K	Buy	265 +3	+1%	+$230	﹤0.01%	539
2021 Q3	$19K	Buy	262 +3	+1%	+$228	﹤0.01%	538
2021 Q2	$19K	Buy	259 +4	+2%	+$293	﹤0.01%	530
2021 Q1	$18K	Buy	255 +3	+1%	+$201	﹤0.01%	503
2020 Q4	$17K	Buy	252 +17	+7%	+$1.14K	﹤0.01%	501
2020 Q3	$15K	Buy	235 +3	+1%	+$202	﹤0.01%	461
2020 Q2	$15K	Buy	232 +20	+9%	+$1.24K	﹤0.01%	489
2020 Q1	$12K	Buy	212 +3	+1%	+$228	﹤0.01%	476
2019 Q4	$16K	Buy	209 +2	+1%	+$168	﹤0.01%	480
2019 Q3	$18K	Buy	+207	New	+$17.6K	﹤0.01%	447
2019 Q2	–	Hold	0	–	–	–	459
2019 Q1	–	Hold	0	–	–	–	475
2018 Q4	–	Hold	0	–	–	–	445
2018 Q3	–	Hold	0	–	–	–	468
2018 Q2	–	Hold	0	–	–	–	471