One Ascent Financial Services LLC W. P. Carey Inc. Transaction History

One Ascent Financial Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	BUY	$68.77 - $89.3 $14,441 - $18,753	210 Added 7.17%	3,138 $222,000
Q2 2022 Aug 08, 2022	SELL	$76.0 - $86.57 $17,480 - $19,911	-230 Reduced 7.28%	2,928 $246,000
Q3 2020 Nov 02, 2020	SELL	$63.15 - $73.44 $46,920 - $54,565	-743 Reduced 19.05%	3,158 $206,000
Q1 2020 Apr 14, 2020	SELL	$43.86 - $88.27 $3,421 - $6,885	-78 Reduced 1.96%	3,901 $227,000
Q4 2019 Feb 11, 2020	BUY	$76.67 - $93.45 $305,069 - $371,837	3,979 New	3,979 $318,000
Q3 2019 Nov 15, 2019	SELL	$80.33 - $91.62 $336,341 - $383,612	-4,187 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$75.96 - $86.0 $318,044 - $360,082	4,187 New	4,187 $340,000

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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