San Francisco Sentry Investment Group’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
2020 Q1	–	Sell	-271	Closed	-$21K	–	1002
2019 Q4	$21K	Hold	271	–	–	0.01%	484
2019 Q3	$24K	Hold	271	–	–	0.01%	466
2019 Q2	$22K	Sell	271 -7	-3%	-$554	0.01%	474
2019 Q1	$21K	Buy	+278	New	+$20K	0.01%	492
2018 Q2	–	Sell	-329	Closed	-$20K	–	890
2018 Q1	$20K	Buy	329 +5	+2%	+$308	0.01%	590
2017 Q4	$22K	Buy	324 +4	+1%	+$274	0.01%	560
2017 Q3	$21K	Buy	320 +6	+2%	+$399	0.01%	549
2017 Q2	$20K	Buy	+314	New	+$19.9K	0.01%	462
2014 Q4	–	Sell	-278	Closed	-$17K	–	450
2014 Q3	$17K	Hold	278	–	–	0.01%	419
2014 Q2	$18K	Hold	278	–	–	0.01%	425
2014 Q1	$16K	Hold	278	–	–	0.01%	473
2013 Q4	$17K	Hold	278	–	–	0.01%	446
2013 Q3	$18K	Hold	278	–	–	0.01%	413
2013 Q2	$18K	Buy	+278	New	+$18.9K	0.01%	422