Clearview Wealth Advisors’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
2025 Q4	$203K	Sell	3,154 -151	-5%	-$10.1K	0.13%	102
2025 Q3	$223K	Sell	3,305 -94	-3%	-$6.15K	0.14%	100
2025 Q2	$212K	Sell	3,399 -26	-0.8%	-$1.6K	0.15%	100
2025 Q1	$216K	Buy	+3,425	New	+$203K	0.16%	97
2024 Q4	–	Sell	-3,567	Closed	-$222K	–	99
2024 Q3	$222K	Sell	3,567 -128	-3%	-$7.59K	0.17%	90
2024 Q2	$203K	Sell	3,695 -178	-5%	-$10K	0.18%	94
2024 Q1	$219K	Sell	3,873 -106	-3%	-$6.34K	0.22%	100
2023 Q4	$258K	Sell	3,979 -159	-4%	-$9.16K	0.3%	101
2023 Q3	$219K	Sell	4,138 -132	-3%	-$8.46K	0.27%	110
2023 Q2	$283K	Sell	4,270 -66	-2%	-$4.59K	0.29%	93
2023 Q1	$329K	Sell	4,336 -1,869	-30%	-$149K	0.33%	88
2022 Q4	$475K	Sell	6,205 -23	-0.4%	-$1.73K	0.37%	64
2022 Q3	$426K	Buy	6,228 +204	+3%	+$16.7K	0.34%	55
2022 Q2	$489K	Buy	6,024 +240	+4%	+$19.4K	0.37%	52
2022 Q1	$458K	Buy	5,784 +492	+9%	+$37.7K	0.3%	56
2021 Q4	$425K	Buy	5,292 +308	+6%	+$23.6K	0.26%	80
2021 Q3	$357K	Buy	4,984 +212	+4%	+$16.1K	0.23%	82
2021 Q2	$349K	Sell	4,772 -7	-0.1%	-$512	0.22%	86
2021 Q1	$331K	Sell	4,779 -40	-0.8%	-$2.68K	0.21%	88
2020 Q4	$333K	Buy	+4,819	New	+$322K	0.22%	81