Crewe Advisors’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312	Hold	5	–	–	﹤0.01%	697
2025 Q1	$316	Hold	5	–	–	﹤0.01%	669
2024 Q4	$273	Buy	+5	New	+$273	﹤0.01%	621
2023 Q4	–	Sell	-179	Closed	-$9.46K	–	706
2023 Q3	$9.46K	Buy	+179	New	+$9.46K	﹤0.01%	250