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

Tci Wealth Advisors, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$75.21 - $85.55 $26,925 - $30,626	358 Added 33.81%	1,417 $109,000
Q4 2022 Feb 06, 2023	SELL	$68.46 - $81.68 $5,819 - $6,942	-85 Reduced 7.43%	1,059 $82,000
Q3 2022 Nov 08, 2022	BUY	$68.77 - $89.3 $19,599 - $25,450	285 Added 33.18%	1,144 $80,000
Q4 2021 Jan 24, 2022	BUY	$74.14 - $83.05 $593 - $664	8 Added 0.94%	859 $70,000
Q3 2021 Oct 29, 2021	BUY	$73.04 - $80.69 $1,899 - $2,097	26 Added 3.15%	851 $62,000
Q2 2020 Jul 20, 2020	SELL	$50.26 - $74.36 $301 - $446	-6 Reduced 0.72%	825 $56,000
Q1 2020 Apr 14, 2020	SELL	$43.86 - $88.27 $2,193 - $4,413	-50 Reduced 5.68%	831 $48,000
Q3 2019 Oct 17, 2019	BUY	$80.33 - $91.62 $26,107 - $29,776	325 Added 58.45%	881 $79,000
Q2 2019 Jul 23, 2019	BUY	$75.96 - $86.0 $3,797 - $4,300	50 Added 9.88%	556 $45,000
Q4 2018 Jan 17, 2019	BUY	$62.88 - $70.58 $377 - $423	6 Added 1.2%	506 $33,000
Q1 2018 Apr 30, 2018	SELL	$59.24 - $68.47 $29,620 - $34,235	-500 Reduced 50.0%	500 $31,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,000	1,000 $66,000

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 ...

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

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