Ameritas Investment Partners’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 | $2.65M | Sell |
42,516
-544
| -1% | -$33.9K | 0.08% | 241 |
|
|
2025
Q1 | $2.72M | Sell |
43,060
-774
| -2% | -$48.8K | 0.09% | 207 |
|
|
2024
Q4 | $2.39M | Sell |
43,834
-1,065
| -2% | -$58K | 0.08% | 266 |
|
|
2024
Q3 | $2.8M | Sell |
44,899
-1,645
| -4% | -$102K | 0.09% | 217 |
|
|
2024
Q2 | $2.56M | Sell |
46,544
-1,739
| -4% | -$95.7K | 0.09% | 235 |
|
|
2024
Q1 | $2.73M | Hold |
48,283
| – | – | 0.09% | 222 |
|
|
2023
Q4 | $3.13M | Buy |
+48,283
| New | +$3.13M | 0.11% | 162 |
|
|
2018
Q1 | – | Sell |
-893
| Closed | -$181K | – | 2972 |
|
|
2017
Q4 | $181K | Hold |
893
| – | – | 0.01% | 1143 |
|
|
2017
Q3 | $58K | Buy |
893
+1
| +0.1% | +$65 | ﹤0.01% | 1797 |
|
|
2017
Q2 | $57K | Hold |
892
| – | – | ﹤0.01% | 1831 |
|
|
2017
Q1 | $54K | Hold |
892
| – | – | ﹤0.01% | 1793 |
|
|
2016
Q4 | $51K | Sell |
892
-3
| -0.3% | -$172 | ﹤0.01% | 1115 |
|
|
2016
Q3 | $56K | Hold |
895
| – | – | ﹤0.01% | 1096 |
|
|
2016
Q2 | $60K | Hold |
895
| – | – | ﹤0.01% | 1024 |
|
|
2016
Q1 | $54K | Hold |
895
| – | – | ﹤0.01% | 1027 |
|
|
2015
Q4 | $51K | Buy |
+895
| New | +$51K | ﹤0.01% | 1020 |
|