Ameritas Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $926K | Sell |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $941K | Buy |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $952K | Buy |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $312K | Buy |
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