Oak Harvest Investment Services W. P. Carey Inc. Transaction History

Oak Harvest Investment Services

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	SELL	$66.29 - $76.27 $1.48 Million - $1.7 Million	-22,330 Reduced 27.62%	58,512 $3.95 Million
Q1 2023 Apr 20, 2023	BUY	$75.21 - $85.55 $120,486 - $137,051	1,602 Added 2.02%	80,842 $6.26 Million
Q4 2022 Jan 24, 2023	BUY	$68.46 - $81.68 $299,101 - $356,859	4,369 Added 5.84%	79,240 $0
Q3 2022 Oct 14, 2022	SELL	$68.77 - $89.3 $144,692 - $187,887	-2,104 Reduced 2.73%	74,871 $5.23 Million
Q2 2022 Jul 18, 2022	BUY	$76.0 - $86.57 $667,584 - $760,430	8,784 Added 12.88%	76,975 $6.38 Million
Q1 2022 May 04, 2022	BUY	$74.37 - $83.52 $3.88 Million - $4.36 Million	52,162 Added 325.42%	68,191 $5.51 Million
Q4 2021 Jan 21, 2022	SELL	$74.14 - $83.05 $55,086 - $61,706	-743 Reduced 4.43%	16,029 $1.32 Million
Q3 2021 Oct 08, 2021	SELL	$73.04 - $80.69 $1,899 - $2,097	-26 Reduced 0.15%	16,772 $1.23 Million
Q2 2021 Jul 13, 2021	SELL	$70.57 - $78.29 $2,046 - $2,270	-29 Reduced 0.17%	16,798 $1.25 Million
Q1 2021 Apr 12, 2021	BUY	$66.32 - $71.74 $16,712 - $18,078	252 Added 1.52%	16,827 $1.19 Million
Q4 2020 Jan 15, 2021	BUY	$61.58 - $71.75 $1.02 Million - $1.19 Million	16,575 New	16,575 $1.17 Million

861

141M

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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