CWM

Cordatus Wealth Management’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,734	Closed	-$295K	–	150
2024 Q3	$295K	Sell	4,734 -13	-0.3%	-$810	0.11%	108
2024 Q2	$261K	Buy	4,747 +384	+9%	+$21.1K	0.1%	113
2024 Q1	$246K	Buy	+4,363	New	+$246K	0.18%	52