Silver Oak Securities’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	$410K	Buy	6,577 +1,649	+33%	+$103K	0.03%	460
2025 Q1	$309K	Buy	4,928 +657	+15%	+$41.2K	0.03%	492
2024 Q4	$233K	Buy	+4,271	New	+$233K	0.02%	562