Avidian Wealth Solutions, LLC W. P. Carey Inc. Transaction History

Avidian Wealth Solutions, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	BUY	$54.08 - $73.02 $46,022 - $62,140	851 Added 27.41%	3,956 $213,000
Q2 2023 Aug 03, 2023	SELL	$66.29 - $76.27 $273,313 - $314,461	-4,123 Reduced 57.04%	3,105 $209,000
Q1 2023 May 08, 2023	BUY	$75.21 - $85.55 $119,959 - $136,452	1,595 Added 28.32%	7,228 $559,000
Q4 2022 Feb 06, 2023	BUY	$68.46 - $81.68 $385,635 - $460,103	5,633 New	5,633 $440,000
Q1 2019 May 15, 2019	SELL	$64.14 - $78.88 $286,000 - $351,725	-4,459 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$62.88 - $70.58 $280,381 - $314,716	4,459 New	4,459 $291,000

878

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.3B
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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