Principia Wealth Advisory’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	$499	Hold	8	–	–	﹤0.01%	733
2025 Q1	$468	Buy	8 +6	+300%	+$351	﹤0.01%	585
2024 Q4	$109	Buy	+2	New	+$109	﹤0.01%	763