Edgestream 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
2025 Q2	–	Sell	-104,769	Closed	-$6.61M	–	1090
2025 Q1	$6.61M	Buy	+104,769	New	+$6.61M	0.22%	148
2024 Q4	–	Sell	-15,269	Closed	-$951K	–	1124
2024 Q3	$951K	Buy	+15,269	New	+$951K	0.04%	579