Legacy Capital Wealth Partners’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
2026 Q1	$760K	Sell	11,182 -185	-2%	-$13K	0.16%	141
2025 Q4	$732K	Buy	11,367 +273	+2%	+$18.2K	0.16%	140
2025 Q3	$750K	Sell	11,094 -13	-0.1%	-$851	0.16%	133
2025 Q2	$693K	Sell	11,107 -220	-2%	-$13.5K	0.16%	134
2025 Q1	$715K	Buy	11,327 +63	+0.6%	+$3.73K	0.18%	118
2024 Q4	$614K	Buy	11,264 +2,155	+24%	+$123K	0.15%	137
2024 Q3	$567K	Buy	9,109 +1,560	+21%	+$92.5K	0.11%	172
2024 Q2	$416K	Buy	+7,549	New	+$425K	0.11%	187
2024 Q1	–	Sell	-3,350	Closed	-$217K	–	351
2023 Q4	$217K	Buy	+3,350	New	+$193K	0.06%	268
2023 Q2	–	Sell	-3,420	Closed	-$259K	–	248
2023 Q1	$259K	Buy	+3,420	New	+$273K	0.07%	212