A detailed history of All Square Wealth Management LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, All Square Wealth Management LLC holds 2,540 shares of WPC stock, worth $137,896. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,540 -0.0%
Holding current value
$137,896
Previous $139,000 13.67%
% of portfolio
0.09%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

BUY
$75.21 - $85.55 $18,050 - $20,532
240 Added 10.43%
2,540 $196,000
Q2 2020

Aug 11, 2020

SELL
$50.26 - $74.36 $5,026 - $7,436
-100 Reduced 4.17%
2,300 $156,000
Q3 2019

Nov 06, 2019

SELL
$80.33 - $91.62 $16,066 - $18,324
-200 Reduced 7.69%
2,400 $215,000
Q3 2018

Nov 02, 2018

BUY
$63.87 - $67.94 $12,774 - $13,588
200 Added 8.33%
2,600 $167,000
Q2 2018

Aug 14, 2018

BUY
$61.13 - $67.65 $42,791 - $47,355
700 Added 41.18%
2,400 $159,000
Q1 2018

May 11, 2018

SELL
$59.24 - $68.47 $17,772 - $20,541
-300 Reduced 15.0%
1,700 $105,000
Q3 2017

Nov 06, 2017

BUY
$65.87 - $69.93 $131,740 - $139,860
2,000
2,000 $135,000

Others Institutions Holding WPC

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.2B
  • 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 ...
More about WPC
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