BFS

BridgePort Financial Solutions’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.79M	Buy	28,681 +180	+0.6%	+$11.2K	0.59%	41
2025 Q1	$1.8M	Buy	28,501 +979	+4%	+$61.8K	0.81%	31
2024 Q4	$1.77M	Buy	+27,522	New	+$1.77M	0.8%	31