Signature Wealth Management Partners’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,442	Closed	-$261K	–	111
2023 Q1	$261K	Sell	3,442 -282	-8%	-$21.4K	0.24%	80
2022 Q4	$285K	Hold	3,724	–	–	0.28%	77
2022 Q3	$255K	Buy	+3,724	New	+$255K	0.28%	77