Beverly Hills Private Wealth’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,347	Closed	-$413K	–	327
2023 Q2	$413K	Buy	6,347 +2,701	+74%	+$176K	0.07%	255
2023 Q1	$277K	Buy	3,646 +175	+5%	+$13.3K	0.09%	229
2022 Q4	$266K	Buy	+3,471	New	+$266K	0.12%	192