Buckingham Strategic Wealth’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
Q2 | $216K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $463K | Hold |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $426K | Sell |
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|
2020
Q3 | $395K | Buy |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $496K | Sell |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $472K | Buy |
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