Plante Moran Financial Advisors’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-132	Closed	-$7.19K	–	995
2024 Q4	$7.19K	Buy	+132	New	+$7.52K	﹤0.01%	636
2021 Q4	–	Sell	-718	Closed	-$51K	–	1126
2021 Q3	$51K	Hold	718	–	–	0.01%	380
2021 Q2	$52K	Hold	718	–	–	0.01%	365
2021 Q1	$50K	Hold	718	–	–	0.01%	371
2020 Q4	$50K	Hold	718	–	–	0.02%	365
2020 Q3	$46K	Hold	718	–	–	0.02%	338
2020 Q2	$48K	Hold	718	–	–	0.02%	298
2020 Q1	$41K	Hold	718	–	–	0.02%	287
2019 Q4	$56K	Hold	718	–	–	0.02%	308
2019 Q3	$63K	Hold	718	–	–	0.02%	306
2019 Q2	$57K	Hold	718	–	–	0.02%	314
2019 Q1	$55K	Hold	718	–	–	0.02%	314
2018 Q4	$46K	Hold	718	–	–	0.02%	304
2018 Q3	$45K	Hold	718	–	–	0.01%	323
2018 Q2	$47K	Hold	718	–	–	0.02%	338
2018 Q1	$44K	Hold	718	–	–	0.02%	368
2017 Q4	$48K	Buy	+718	New	+$49.1K	0.03%	357