Modera Wealth Management’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,700	Closed	-$202K	–	638
2024 Q4	$202K	Buy	+3,700	New	+$202K	﹤0.01%	601
2024 Q3	–	Hold	0	–	–	–	623