Burney Company’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 | $293K | Sell |
4,693
-99
| -2% | -$6.18K | 0.01% | 497 |
|
|
2025
Q1 | $302K | Sell |
4,792
-9
| -0.2% | -$568 | 0.01% | 500 |
|
|
2024
Q4 | $262K | Sell |
4,801
-2,288
| -32% | -$125K | 0.01% | 528 |
|
|
2024
Q3 | $442K | Buy |
7,089
+1
| +0% | +$62 | 0.02% | 449 |
|
|
2024
Q2 | $390K | Sell |
7,088
-140
| -2% | -$7.71K | 0.01% | 463 |
|
|
2024
Q1 | $408K | Sell |
7,228
-11
| -0.2% | -$621 | 0.02% | 476 |
|
|
2023
Q4 | $469K | Sell |
7,239
-1,546
| -18% | -$100K | 0.02% | 428 |
|
|
2023
Q3 | $465K | Buy |
8,785
+368
| +4% | +$19.5K | 0.02% | 411 |
|
|
2023
Q2 | $557K | Buy |
+8,417
| New | +$557K | 0.03% | 390 |
|
|
2019
Q1 | – | Sell |
-3,175
| Closed | -$203K | – | 459 |
|
|
2018
Q4 | $203K | Buy |
+3,175
| New | +$203K | 0.01% | 418 |
|
|
2014
Q4 | – | Sell |
-3,512
| Closed | -$219K | – | 402 |
|
|
2014
Q3 | $219K | Sell |
3,512
-97
| -3% | -$6.05K | 0.02% | 378 |
|
|
2014
Q2 | $228K | Sell |
3,609
-128
| -3% | -$8.09K | 0.02% | 380 |
|
|
2014
Q1 | $220K | Sell |
3,737
-1,602
| -30% | -$94.3K | 0.02% | 379 |
|
|
2013
Q4 | $321K | Sell |
5,339
-41
| -0.8% | -$2.47K | 0.03% | 335 |
|
|
2013
Q3 | $341K | Sell |
5,380
-30
| -0.6% | -$1.9K | 0.04% | 319 |
|
|
2013
Q2 | $351K | Buy |
+5,410
| New | +$351K | 0.04% | 305 |
|