Cyndeo Wealth Partners’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	-50,895	Closed	-$3.86M	–	354
2023 Q1	$3.86M	Buy	50,895 +5,680	+13%	+$431K	0.42%	76
2022 Q4	$3.46M	Buy	+45,215	New	+$3.46M	0.41%	83