Berger Financial Group’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
Q4 | – | Sell |
-4,387
| Closed | -$273K | – | 434 |
|
|
2024
Q3 | $273K | Buy |
4,387
+20
| +0.5% | +$1.25K | 0.02% | 327 |
|
|
2024
Q2 | $240K | Sell |
4,367
-1,174
| -21% | -$64.6K | 0.02% | 327 |
|
|
2024
Q1 | $313K | Sell |
5,541
-1,023
| -16% | -$57.7K | 0.03% | 271 |
|
|
2023
Q4 | $425K | Sell |
6,564
-1,123
| -15% | -$72.8K | 0.04% | 182 |
|
|
2023
Q3 | $407K | Sell |
7,687
-128
| -2% | -$6.78K | 0.05% | 172 |
|
|
2023
Q2 | $517K | Sell |
7,815
-561
| -7% | -$37.1K | 0.06% | 153 |
|
|
2023
Q1 | $635K | Sell |
8,376
-3,508
| -30% | -$266K | 0.08% | 138 |
|
|
2022
Q4 | $910K | Buy |
+11,884
| New | +$910K | 0.12% | 109 |
|