Byrne Asset 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 | $9.68K | Hold |
160
| – | – | 0.01% | 403 |
|
2025
Q1 | $9.78K | Hold |
160
| – | – | 0.01% | 422 |
|
2024
Q4 | $8.48K | Hold |
160
| – | – | 0.01% | 405 |
|
2024
Q3 | $9.65K | Hold |
160
| – | – | 0.01% | 398 |
|
2024
Q2 | $8.59K | Hold |
160
| – | – | 0.01% | 394 |
|
2024
Q1 | $8.7K | Hold |
160
| – | – | 0.01% | 388 |
|
2023
Q4 | $10K | Buy |
160
+7
| +5% | +$438 | 0.01% | 360 |
|
2023
Q3 | $8K | Hold |
153
| – | – | 0.01% | 365 |
|
2023
Q2 | $10K | Hold |
153
| – | – | 0.01% | 406 |
|
2023
Q1 | $12K | Hold |
153
| – | – | 0.01% | 372 |
|
2022
Q4 | $11.7K | Hold |
153
| – | – | 0.01% | 366 |
|
2022
Q3 | $10K | Hold |
153
| – | – | 0.01% | 351 |
|
2022
Q2 | $12K | Hold |
153
| – | – | 0.01% | 346 |
|
2022
Q1 | $12K | Hold |
153
| – | – | 0.01% | 371 |
|
2021
Q4 | $12K | Buy |
+153
| New | +$12K | 0.01% | 365 |
|