Heritage Wealth Management (Arizona)’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$17.7K	Buy	231 +140	+154%	+$10.7K	﹤0.01%	685
2022 Q3	$6K	Buy	91 +9	+11%	+$593	﹤0.01%	744
2022 Q2	$6.63K	Hold	82	–	–	﹤0.01%	730
2022 Q1	$6K	Buy	+82	New	+$6K	﹤0.01%	783
2021 Q3	$6K	Buy	+82	New	+$6K	﹤0.01%	715