Planning Directions’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	–	Sell	-37,191	Closed	-$2.35M	–	121
2025 Q1	$2.35M	Buy	+37,191	New	+$2.35M	1%	24