Mount Yale Investment Advisors’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 Q2	$21.7K	Buy	+348	New	+$21.7K	﹤0.01%	1027
2018 Q4	–	Sell	-408	Closed	-$26K	–	789
2018 Q3	$26K	Buy	+408	New	+$26K	﹤0.01%	733