Benedetti & Gucer’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 | $323K | Buy |
+5,726
| New | +$323K | 0.16% | 103 |
|
|
2023
Q4 | – | Sell |
-5,957
| Closed | -$316K | – | 152 |
|
|
2023
Q3 | $316K | Sell |
5,957
-245
| -4% | -$13K | 0.17% | 102 |
|
|
2023
Q2 | $410K | Buy |
6,202
+51
| +0.8% | +$3.37K | 0.21% | 83 |
|
|
2023
Q1 | $467K | Sell |
6,151
-1,304
| -17% | -$99K | 0.27% | 70 |
|
|
2022
Q4 | $571K | Hold |
7,455
| – | – | 0.42% | 44 |
|
|
2022
Q3 | $510K | Buy |
7,455
+1,377
| +23% | +$94.2K | 0.4% | 46 |
|
|
2022
Q2 | $494K | Buy |
6,078
+24
| +0.4% | +$1.95K | 0.33% | 48 |
|
|
2022
Q1 | $479K | Buy |
6,054
+96
| +2% | +$7.6K | 0.32% | 47 |
|
|
2021
Q4 | $478K | Hold |
5,958
| – | – | 0.32% | 43 |
|
|
2021
Q3 | $426K | Hold |
5,958
| – | – | 0.32% | 47 |
|
|
2021
Q2 | $435K | Sell |
5,958
-30
| -0.5% | -$2.19K | 0.39% | 42 |
|
|
2021
Q1 | $415K | Buy |
+5,988
| New | +$415K | 0.38% | 41 |
|