Colony Family Offices’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 Q2	–	Sell	-5,105	Closed	-$393K	–	91
2023 Q1	$393K	Hold	5,105	–	–	0.15%	60
2022 Q4	$396K	Hold	5,105	–	–	0.16%	55
2022 Q3	$354K	Hold	5,105	–	–	0.15%	56
2022 Q2	$420K	Buy	+5,105	New	+$420K	0.19%	46