Transamerica Financial Advisors’s W.P. Carey WPC Stock Holding History

Transamerica Financial Advisors’s Portfolio WPC Stock Details WPC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$70.6K	Buy
2016 Q2	–	Sell
2016 Q1	$135K	Buy
2015 Q4	$127K	Hold
2015 Q3	$125K	Hold
2015 Q2	$127K	Buy
2015 Q1	$144K	Buy
2014 Q4	$99K	Buy
2014 Q3	–	Sell
2014 Q2	$46K	Buy