Beam Wealth Advisors, Inc. W. P. Carey Inc. Transaction History

Beam Wealth Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 14, 2022	SELL	$74.14 - $83.05 $1.11 Million - $1.25 Million	-15,003 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$73.04 - $80.69 $6,427 - $7,100	88 Added 0.59%	15,003 $1.1 Million
Q2 2021 Jul 13, 2021	SELL	$70.57 - $78.29 $25,475 - $28,262	-361 Reduced 2.36%	14,915 $1.11 Million
Q1 2021 May 17, 2021	SELL	$66.32 - $71.74 $43,439 - $46,989	-655 Reduced 4.11%	15,276 $1.08 Million
Q4 2020 Jan 26, 2021	SELL	$61.58 - $71.75 $127,532 - $148,594	-2,071 Reduced 11.5%	15,931 $1.12 Million
Q3 2020 Oct 07, 2020	SELL	$63.15 - $73.44 $30,501 - $35,471	-483 Reduced 2.61%	18,002 $1.17 Million
Q2 2020 Jul 07, 2020	BUY	$50.26 - $74.36 $59,558 - $88,116	1,185 Added 6.85%	18,485 $1.25 Million
Q1 2020 Apr 08, 2020	BUY	$43.86 - $88.27 $24,035 - $48,371	548 Added 3.27%	17,300 $1.01 Million
Q4 2019 Feb 14, 2020	BUY	$76.67 - $93.45 $1.28 Million - $1.57 Million	16,752 New	16,752 $1.34 Million

866

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.3B
Description
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested ...

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.