Pathstone Family Office’s W.P. Carey WPC Stock Holding History

Pathstone Family Office’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
2023 Q3	$320K	Buy
2023 Q2	$271K	Buy
2023 Q1	$270K	Sell
2022 Q4	$1.1M	Buy
2022 Q3	$809K	Buy
2022 Q2	$219K	Buy
2021 Q1	–	Sell
2020 Q4	$19K	Hold
2020 Q3	$17K	Buy
2020 Q2	–	Sell
2020 Q1	$11K	Buy