NorthRock Partners’s W.P. Carey WPC Stock Holding History

NorthRock Partners’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.35M	Buy
2024 Q4	–	Sell
2024 Q3	$233K	Buy
2022 Q4	–	Sell
2022 Q3	$421K	Buy
2020 Q4	–	Sell
2020 Q3	$209K	Sell
2020 Q2	$242K	Buy
2020 Q1	–	Sell
2019 Q4	$316K	Buy