Boston Financial Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $642K | Hold |
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|
2022
Q3 | $574K | Buy |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $547K | Hold |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $389K | Hold |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $338K | Hold |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $444K | Buy |
|