Waterloo Capital’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,835	Closed	-$249K	–	404
2023 Q4	$249K	Buy	+3,835	New	+$249K	0.04%	324
2020 Q1	$610K	Buy	+10,721	New	+$610K	0.43%	52