Institutional & Family Asset Management’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
2024 Q2	$72.6K	Hold	1,319	–	–	0.01%	209
2024 Q1	$74.4K	Hold	1,319	–	–	0.01%	206
2023 Q4	$85.5K	Sell	1,319 -28	-2%	-$1.61K	0.01%	201
2023 Q3	$71.3K	Hold	1,347	–	–	0.01%	200
2023 Q2	$89.1K	Hold	1,347	–	–	0.01%	190
2023 Q1	$102K	Hold	1,347	–	–	0.02%	175
2022 Q4	$103K	Hold	1,347	–	–	0.02%	170
2022 Q3	$92K	Hold	1,347	–	–	0.02%	176
2022 Q2	$109K	Hold	1,347	–	–	0.02%	167
2022 Q1	$107K	Hold	1,347	–	–	0.02%	186
2021 Q4	$108K	Hold	1,347	–	–	0.02%	202
2021 Q3	$96K	Hold	1,347	–	–	0.02%	248
2021 Q2	$98K	Hold	1,347	–	–	0.02%	245
2021 Q1	$93K	Hold	1,347	–	–	0.02%	276
2020 Q4	$93K	Hold	1,347	–	–	0.02%	256
2020 Q3	$86K	Hold	1,347	–	–	0.02%	235
2020 Q2	$89K	Hold	1,347	–	–	0.02%	251
2020 Q1	$77K	Hold	1,347	–	–	0.02%	236
2019 Q4	$106K	Hold	1,347	–	–	0.02%	223
2019 Q3	$118K	Hold	1,347	–	–	0.03%	201
2019 Q2	$107K	Hold	1,347	–	–	0.02%	217
2019 Q1	$103K	Hold	1,347	–	–	0.02%	236
2018 Q4	$86K	Sell	1,347 -459	-25%	-$29.9K	0.02%	252
2018 Q3	$114K	Hold	1,806	–	–	0.02%	245
2018 Q2	$117K	Sell	1,806 -876	-33%	-$55.5K	0.02%	244
2018 Q1	$163K	Sell	2,682 -3,412	-56%	-$210K	0.04%	184
2017 Q4	$411K	Buy	6,094 +1,633	+37%	+$112K	0.08%	122
2017 Q3	$294K	Buy	4,461 +1,072	+32%	+$71.3K	0.06%	147
2017 Q2	$219K	Hold	3,389	–	–	0.05%	119
2017 Q1	$207K	Buy	+3,389	New	+$206K	0.06%	119