Cerity Partners’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
Q3 | $2.32M | Buy |
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|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $1,000K | Buy |
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|
2023
Q3 | $750K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $966K | Sell |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $646K | Buy |
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|
2021
Q3 | $217K | Buy |
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