First Trust Direct Indexing’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,636	Closed	-$289K	–	936
2024 Q3	$289K	Sell	4,636 -103	-2%	-$6.42K	0.02%	757
2024 Q2	$261K	Buy	+4,739	New	+$261K	0.02%	718