Buckingham Strategic Wealth’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
Q2 | $216K | Buy |
3,928
+80
| +2% | +$4.41K | ﹤0.01% | 688 |
|
|
2024
Q1 | $217K | Sell |
3,848
-6
| -0.2% | -$339 | ﹤0.01% | 686 |
|
|
2023
Q4 | $250K | Sell |
3,854
-1,534
| -28% | -$99.4K | ﹤0.01% | 624 |
|
|
2023
Q3 | $285K | Sell |
5,388
-38
| -0.7% | -$2.01K | ﹤0.01% | 536 |
|
|
2023
Q2 | $359K | Sell |
5,426
-623
| -10% | -$41.2K | 0.01% | 494 |
|
|
2023
Q1 | $463K | Hold |
6,049
| – | – | 0.01% | 395 |
|
|
2022
Q4 | $463K | Sell |
6,049
-1,131
| -16% | -$86.6K | 0.01% | 397 |
|
|
2022
Q3 | $491K | Buy |
7,180
+1,149
| +19% | +$78.6K | 0.01% | 374 |
|
|
2022
Q2 | $489K | Buy |
6,031
+1,682
| +39% | +$136K | 0.01% | 379 |
|
|
2022
Q1 | $344K | Sell |
4,349
-512
| -11% | -$40.5K | 0.01% | 436 |
|
|
2021
Q4 | $391K | Sell |
4,861
-1,072
| -18% | -$86.2K | 0.01% | 411 |
|
|
2021
Q3 | $424K | Buy |
5,933
+321
| +6% | +$22.9K | 0.01% | 394 |
|
|
2021
Q2 | $410K | Sell |
5,612
-548
| -9% | -$40K | 0.01% | 406 |
|
|
2021
Q1 | $427K | Hold |
6,160
| – | – | 0.02% | 364 |
|
|
2020
Q4 | $426K | Sell |
6,160
-35
| -0.6% | -$2.42K | 0.02% | 348 |
|
|
2020
Q3 | $395K | Buy |
6,195
+510
| +9% | +$32.5K | 0.03% | 305 |
|
|
2020
Q2 | $377K | Sell |
5,685
-476
| -8% | -$31.6K | 0.04% | 270 |
|
|
2020
Q1 | $350K | Buy |
6,161
+6
| +0.1% | +$341 | 0.03% | 307 |
|
|
2019
Q4 | $482K | Buy |
6,155
+497
| +9% | +$38.9K | 0.05% | 256 |
|
|
2019
Q3 | $496K | Sell |
5,658
-490
| -8% | -$43K | 0.05% | 230 |
|
|
2019
Q2 | $489K | Hold |
6,148
| – | – | 0.05% | 247 |
|
|
2019
Q1 | $472K | Buy |
+6,148
| New | +$472K | 0.06% | 232 |
|