Landmark Financial 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
2023 Q3	–	Sell	-8,426	Closed	-$558K	–	92
2023 Q2	$558K	Hold	8,426	–	–	0.23%	53
2023 Q1	$639K	Hold	8,426	–	–	0.28%	47
2022 Q4	$645K	Hold	8,426	–	–	0.3%	44
2022 Q3	$576K	Hold	8,426	–	–	0.3%	44
2022 Q2	$684K	Hold	8,426	–	–	0.34%	39
2022 Q1	$699K	Hold	8,426	–	–	0.34%	39
2021 Q4	$677K	Hold	8,426	–	–	0.3%	46
2021 Q3	$584K	Hold	8,426	–	–	0.31%	40
2021 Q2	$616K	Hold	8,426	–	–	0.29%	42
2021 Q1	$584K	Hold	8,426	–	–	0.31%	40
2020 Q4	$548K	Hold	8,426	–	–	0.31%	41
2020 Q3	$557K	Hold	8,426	–	–	0.35%	37
2020 Q2	$557K	Hold	8,426	–	–	0.36%	37
2020 Q1	$554K	Buy	+8,426	New	+$639K	0.38%	31