Carolinas Wealth Consulting LLC W. P. Carey Inc. Transaction History

Carolinas Wealth Consulting LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$54.08 - $73.02 $162 - $219	3 Added 18.75%	19 $1,000
Q2 2023 Aug 14, 2023	BUY	$66.29 - $76.27 $331 - $381	5 Added 45.45%	16 $1,000
Q4 2022 Feb 14, 2023	BUY	$68.46 - $81.68 $753 - $898	11 New	11 $0
Q3 2021 Nov 15, 2021	SELL	$73.04 - $80.69 $33,452 - $36,956	-458 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$70.57 - $78.29 $493 - $548	7 Added 1.55%	458 $35,000
Q1 2021 May 17, 2021	BUY	$66.32 - $71.74 $464 - $502	7 Added 1.58%	451 $32,000
Q4 2020 Feb 16, 2021	BUY	$61.58 - $71.75 $369 - $430	6 Added 1.37%	444 $32,000
Q3 2020 Nov 12, 2020	BUY	$63.15 - $73.44 $442 - $514	7 Added 1.62%	438 $29,000
Q2 2020 Aug 13, 2020	BUY	$50.26 - $74.36 $21,662 - $32,049	431 New	431 $30,000

863

140M

792K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.6B
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 ...

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