Family 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
2025 Q2	$370K	Buy	5,928 +2,706	+84%	+$169K	0.15%	47
2025 Q1	$203K	Buy	+3,222	New	+$203K	0.09%	48