Northwest Financial 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
2024 Q4	–	Sell	-2,030	Closed	-$126K	–	552
2024 Q3	$126K	Buy	+2,030	New	+$126K	0.1%	138
2024 Q1	–	Sell	-2,030	Closed	-$132K	–	543
2023 Q4	$132K	Buy	+2,030	New	+$132K	0.11%	117