Ted Buchan & Co’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 Q3	–	Sell	-19,490	Closed	-$1.29M	–	82
2023 Q2	$1.29M	Buy	19,490 +5,720	+42%	+$379K	0.99%	23
2023 Q1	$1.04M	Buy	13,770 +316	+2%	+$24K	0.87%	21
2022 Q4	$1.03M	Buy	+13,454	New	+$1.03M	0.95%	22