Independence Wealth Advisors’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$509K	Hold	7,364	–	–	1.14%	10
2020 Q3	$469K	Sell	7,364 -376	-5%	-$25.3K	1.21%	10
2020 Q2	$513K	Buy	7,740 +6	+0.1%	+$373	1.23%	14
2020 Q1	$440K	Sell	7,734 -1,898	-20%	-$144K	0.53%	19
2019 Q4	$755K	Buy	9,632 +4	+0%	+$335	0.73%	18
2019 Q3	$844K	Buy	9,628 +4	+0%	+$341	0.89%	19
2019 Q2	$765K	Buy	9,624 +5	+0.1%	+$396	0.75%	19
2019 Q1	$738K	Buy	9,619 +5	+0.1%	+$360	0.8%	18
2018 Q4	$615K	Buy	9,614 +639	+7%	+$41.6K	0.74%	18
2018 Q3	$565K	Hold	8,975	–	–	0.57%	17
2018 Q2	$583K	Hold	8,975	–	–	0.61%	17
2018 Q1	$545K	Hold	8,975	–	–	0.5%	22
2017 Q4	$606K	Buy	+8,975	New	+$614K	0.55%	21