Ameritas Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $260K | Buy |
3,637
+953
| +36% | +$68.1K | 0.01% | 606 |
|
|
2021
Q2 | $231K | Buy |
2,684
+82
| +3% | +$7.06K | 0.01% | 650 |
|
|
2021
Q1 | $180K | Buy |
+2,602
| New | +$180K | 0.02% | 609 |
|
|
2020
Q2 | – | Sell |
-1,583
| Closed | -$84K | – | 1598 |
|
|
2020
Q1 | $84K | Buy |
1,583
+848
| +115% | +$45K | 0.01% | 537 |
|
|
2019
Q4 | $58K | Sell |
735
-817
| -53% | -$64.5K | 0.01% | 556 |
|
|
2019
Q3 | $136K | Buy |
+1,552
| New | +$136K | 0.03% | 410 |
|
|
2019
Q2 | – | Sell |
-1,662
| Closed | -$128K | – | 881 |
|
|
2019
Q1 | $128K | Sell |
1,662
-424
| -20% | -$32.7K | 0.02% | 339 |
|
|
2018
Q4 | $133K | Buy |
+2,086
| New | +$133K | 0.03% | 360 |
|