Castle Rock Wealth Management’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 Q1	–	Sell	-2,711	Closed	-$226K	–	234
2022 Q4	$226K	Buy	+2,711	New	+$226K	0.1%	196
2022 Q3	–	Sell	-2,772	Closed	-$220K	–	221
2022 Q2	$220K	Buy	+2,772	New	+$220K	0.11%	186