Salem Investment Counselors’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	$3.16K	Buy	+50	New	+$3.16K	﹤0.01%	1000
2025 Q1	–	Sell	-1,000	Closed	-$55.4K	–	1261
2024 Q4	$55.4K	Hold	1,000	–	–	﹤0.01%	563
2024 Q3	$63.2K	Hold	1,000	–	–	﹤0.01%	543
2024 Q2	$55.9K	Hold	1,000	–	–	﹤0.01%	536
2024 Q1	$57.3K	Sell	1,000 -926	-48%	-$53.1K	﹤0.01%	527
2023 Q4	$126K	Sell	1,926 -40	-2%	-$2.63K	﹤0.01%	403
2023 Q3	$106K	Hold	1,966	–	–	﹤0.01%	408
2023 Q2	$132K	Hold	1,966	–	–	﹤0.01%	375
2023 Q1	$151K	Hold	1,966	–	–	0.01%	371
2022 Q4	$153K	Sell	1,966 -10	-0.5%	-$776	0.01%	359
2022 Q3	$137K	Hold	1,976	–	–	0.01%	357
2022 Q2	$162K	Hold	1,976	–	–	0.01%	357
2022 Q1	$156K	Sell	1,976 -101	-5%	-$7.97K	0.01%	366
2021 Q4	$167K	Buy	2,077 +111	+6%	+$8.93K	0.01%	388
2021 Q3	$141K	Hold	1,966	–	–	0.01%	377
2021 Q2	$144K	Hold	1,966	–	–	0.01%	367
2021 Q1	$136K	Hold	1,966	–	–	0.01%	331
2020 Q4	$136K	Hold	1,966	–	–	0.01%	311
2020 Q3	$125K	Hold	1,966	–	–	0.01%	280
2020 Q2	$130K	Hold	1,966	–	–	0.01%	272
2020 Q1	$112K	Hold	1,966	–	–	0.01%	268
2019 Q4	$154K	Hold	1,966	–	–	0.01%	263
2019 Q3	$172K	Hold	1,966	–	–	0.02%	253
2019 Q2	$156K	Buy	+1,966	New	+$156K	0.01%	265
2018 Q3	–	Sell	-1,966	Closed	-$128K	–	530
2018 Q2	$128K	Hold	1,966	–	–	0.01%	222
2018 Q1	$118K	Hold	1,966	–	–	0.01%	220
2017 Q4	$133K	Hold	1,966	–	–	0.01%	223
2017 Q3	$130K	Hold	1,966	–	–	0.02%	220
2017 Q2	$127K	Hold	1,966	–	–	0.01%	233
2017 Q1	$119K	Hold	1,966	–	–	0.01%	280
2016 Q4	$114K	Hold	1,966	–	–	0.01%	278
2016 Q3	$1.24K	Buy	+1,966	New	+$1.24K	0.02%	246