Ameritas Advisory Services’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 | $727K | Sell |
11,651
-3,671
| -24% | -$229K | 0.04% | 417 |
|
|
2025
Q1 | $926K | Sell |
15,322
-504
| -3% | -$30.5K | 0.04% | 418 |
|
|
2024
Q4 | $862K | Buy |
15,826
+726
| +5% | +$39.6K | 0.03% | 458 |
|
|
2024
Q3 | $941K | Buy |
15,100
+9,870
| +189% | +$615K | 0.04% | 400 |
|
|
2024
Q2 | $288K | Sell |
5,230
-179
| -3% | -$9.85K | 0.01% | 738 |
|
|
2024
Q1 | $303K | Sell |
5,409
-11,171
| -67% | -$625K | 0.01% | 703 |
|
|
2023
Q4 | $1.05M | Sell |
16,580
-150
| -0.9% | -$9.48K | 0.06% | 275 |
|
|
2023
Q3 | $885K | Buy |
16,730
+12,591
| +304% | +$666K | 0.04% | 361 |
|
|
2023
Q2 | $274K | Sell |
4,139
-3,242
| -44% | -$215K | 0.04% | 430 |
|
|
2023
Q1 | $557K | Sell |
7,381
-5,059
| -41% | -$382K | 0.03% | 456 |
|
|
2022
Q4 | $952K | Buy |
12,440
+6,548
| +111% | +$501K | 0.04% | 361 |
|
|
2022
Q3 | $403K | Buy |
5,892
+270
| +5% | +$18.5K | 0.02% | 493 |
|
|
2022
Q2 | $456K | Buy |
5,622
+1,131
| +25% | +$91.7K | 0.03% | 482 |
|
|
2022
Q1 | $356K | Buy |
4,491
+613
| +16% | +$48.6K | 0.01% | 603 |
|
|
2021
Q4 | $312K | Buy |
+3,878
| New | +$312K | 0.01% | 633 |
|