Halbert Hargrove Global Advisors’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	-7	Closed	-$471	–	666
2025 Q1	$471	Buy	+7	New	+$471	﹤0.01%	497