Bourgeon Capital Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
3,300
| – | – | 0.04% | 104 |
|
|
2025
Q1 | $208K | Buy |
+3,300
| New | +$208K | 0.04% | 103 |
|
|
2024
Q4 | – | Sell |
-3,301
| Closed | -$206K | – | 129 |
|
|
2024
Q3 | $206K | Buy |
+3,301
| New | +$206K | 0.04% | 105 |
|
|
2024
Q1 | – | Sell |
-3,296
| Closed | -$214K | – | 387 |
|
|
2023
Q4 | $214K | Buy |
3,296
+441
| +15% | +$28.6K | 0.05% | 96 |
|
|
2023
Q3 | $151K | Hold |
2,855
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $189K | Buy |
+2,855
| New | +$189K | 0.04% | 98 |
|