Bergan Kdv Wealth Management, LLC W. P. Carey Inc. Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 250 shares of WPC stock, worth $13,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 264 5.3%

Holding current value

$13,770

Previous $20,000 20.0%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$66.29 - $76.27 $928 - $1,067	-14 Reduced 5.3%	250 $16,000
Q1 2023 Apr 27, 2023	BUY	$75.21 - $85.55 $300 - $342	4 Added 1.54%	264 $20,000
Q4 2022 Jan 31, 2023	SELL	$68.46 - $81.68 $616 - $735	-9 Reduced 3.35%	260 $20,000
Q3 2022 Oct 24, 2022	BUY	$68.77 - $89.3 $206 - $267	3 Added 1.13%	269 $19,000
Q2 2022 Jul 13, 2022	BUY	$76.0 - $86.57 $228 - $259	3 Added 1.14%	266 $22,000
Q1 2022 May 09, 2022	BUY	$74.37 - $83.52 $223 - $250	3 Added 1.15%	263 $21,000
Q4 2021 Jan 28, 2022	BUY	$74.14 - $83.05 $222 - $249	3 Added 1.17%	260 $21,000
Q3 2021 Nov 12, 2021	BUY	$73.04 - $80.69 $219 - $242	3 Added 1.18%	257 $19,000
Q2 2021 Aug 10, 2021	BUY	$70.57 - $78.29 $282 - $313	4 Added 1.6%	254 $19,000
Q1 2021 May 11, 2021	BUY	$66.32 - $71.74 $198 - $215	3 Added 1.21%	250 $18,000
Q4 2020 Feb 04, 2021	BUY	$61.58 - $71.75 $1,046 - $1,219	17 Added 7.39%	247 $17,000
Q3 2020 Nov 05, 2020	BUY	$63.15 - $73.44 $189 - $220	3 Added 1.32%	230 $15,000
Q2 2020 Aug 13, 2020	BUY	$50.26 - $74.36 $954 - $1,412	19 Added 9.13%	227 $15,000
Q1 2020 Apr 24, 2020	BUY	$43.86 - $88.27 $131 - $264	3 Added 1.46%	208 $12,000
Q4 2019 Feb 10, 2020	BUY	$76.67 - $93.45 $153 - $186	2 Added 0.99%	205 $16,000
Q3 2019 Nov 08, 2019	BUY	$80.33 - $91.62 $240 - $274	3 Added 1.5%	203 $18,000
Q2 2019 Aug 12, 2019	BUY	$75.96 - $86.0 $151 - $172	2 Added 1.01%	200 $16,000
Q1 2019 May 09, 2019	BUY	$64.14 - $78.88 $192 - $236	3 Added 1.54%	198 $15,000
Q4 2018 Feb 01, 2019	BUY	$62.88 - $70.58 $188 - $211	3 Added 1.56%	195 $13,000
Q3 2018 Nov 09, 2018	BUY	$63.87 - $67.94 $191 - $203	3 Added 1.59%	192 $12,000
Q2 2018 Jul 23, 2018	BUY	$61.13 - $67.65 $11,553 - $12,785	189 New	189 $13,000

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

Call Options Held

Put Options Held

791K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.4B
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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Bergan Kdv Wealth Management, LLC W. P. Carey Inc. Transaction History