Gutierrez Wealth Advisory’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	$614K	Buy	9,841 +95	+1%	+$5.93K	0.41%	30
2025 Q1	$615K	Buy	9,746 +2,218	+29%	+$140K	0.5%	19
2024 Q4	$410K	Buy	+7,528	New	+$410K	0.34%	26