Amica Mutual Insurance’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
Q2
Sell
-13,439
Closed -$931K 148
2021
Q1
$931K Hold
13,439
0.11% 135
2020
Q4
$929K Hold
13,439
0.1% 141
2020
Q3
$858K Hold
13,439
0.1% 146
2020
Q2
$890K Hold
13,439
0.11% 169
2020
Q1
$765K Hold
13,439
0.11% 191
2019
Q4
$1.05M Hold
13,439
0.14% 214
2019
Q3
$1.18M Buy
+13,439
New +$1.18M 0.15% 202
2016
Q4
Sell
-10,451
Closed -$661K 446
2016
Q3
$661K Hold
10,451
0.06% 302
2016
Q2
$711K Hold
10,451
0.07% 279
2016
Q1
$637K Hold
10,451
0.06% 290
2015
Q4
$604K Hold
10,451
0.06% 308
2015
Q3
$592K Hold
10,451
0.06% 294
2015
Q2
$603K Hold
10,451
0.05% 296
2015
Q1
$696K Hold
10,451
0.06% 288
2014
Q4
$718K Hold
10,451
0.06% 284
2014
Q3
$653K Buy
10,451
+8,016
+329% +$501K 0.05% 287
2014
Q2
$154K Hold
2,435
0.01% 359
2014
Q1
$143K Hold
2,435
0.01% 355
2013
Q4
$146K Hold
2,435
0.01% 349
2013
Q3
$154K Hold
2,435
0.01% 348
2013
Q2
$158K Buy
+2,435
New +$158K 0.01% 350