Cerity 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 | $1.93M | Sell |
30,876
-847
| -3% | -$52.8K | ﹤0.01% | 1236 |
|
|
2025
Q1 | $2M | Buy |
31,723
+5,049
| +19% | +$319K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $1.5M | Buy |
26,674
+1,763
| +7% | +$98.9K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $1.55M | Sell |
24,911
-27,211
| -52% | -$1.7M | ﹤0.01% | 1205 |
|
|
2024
Q2 | $2.87M | Buy |
52,122
+32,818
| +170% | +$1.81M | 0.01% | 775 |
|
|
2024
Q1 | $1.09M | Buy |
19,304
+3,884
| +25% | +$219K | ﹤0.01% | 1234 |
|
|
2023
Q4 | $1,000K | Buy |
15,420
+1,264
| +9% | +$81.9K | ﹤0.01% | 977 |
|
|
2023
Q3 | $750K | Sell |
14,156
-3,347
| -19% | -$177K | ﹤0.01% | 834 |
|
|
2023
Q2 | $1.16M | Buy |
17,503
+4,773
| +37% | +$316K | ﹤0.01% | 883 |
|
|
2023
Q1 | $966K | Sell |
12,730
-251
| -2% | -$19K | ﹤0.01% | 985 |
|
|
2022
Q4 | $994K | Buy |
12,981
+3,798
| +41% | +$291K | 0.01% | 690 |
|
|
2022
Q3 | $628K | Buy |
9,183
+1,309
| +17% | +$89.5K | 0.01% | 631 |
|
|
2022
Q2 | $639K | Buy |
7,874
+4,109
| +109% | +$333K | 0.01% | 668 |
|
|
2022
Q1 | $298K | Sell |
3,765
-1,246
| -25% | -$98.6K | ﹤0.01% | 728 |
|
|
2021
Q4 | $646K | Buy |
5,011
+1,981
| +65% | +$255K | 0.01% | 526 |
|
|
2021
Q3 | $217K | Buy |
+3,030
| New | +$217K | ﹤0.01% | 633 |
|