Tidemark’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.98K	Buy	+144	New	+$8.98K	﹤0.01%	461
2024 Q2	–	Sell	-18	Closed	-$1.02K	–	722
2024 Q1	$1.02K	Sell	18 -635	-97%	-$35.8K	﹤0.01%	641
2023 Q4	$42.3K	Buy	+653	New	+$42.3K	0.03%	244