Insight Wealth Strategies’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,780	Closed	-$375K	–	199
2019 Q4	$375K	Buy	4,780 +1,379	+41%	+$108K	0.08%	153
2019 Q3	$298K	Buy	+3,401	New	+$298K	0.07%	151