Brio Consultants, LLC W. P. Carey Inc. Transaction History

Brio Consultants, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 19, 2022	SELL	$74.14 - $83.05 $241,325 - $270,327	-3,255 Closed	0 $0
Q3 2021 Oct 29, 2021	BUY	$73.04 - $80.69 $1,752 - $1,936	24 Added 0.74%	3,255 $238,000
Q2 2021 Jul 22, 2021	SELL	$70.57 - $78.29 $23,288 - $25,835	-330 Reduced 9.27%	3,231 $241,000
Q1 2021 Apr 26, 2021	BUY	$66.32 - $71.74 $1,856 - $2,008	28 Added 0.79%	3,561 $252,000
Q4 2020 Jan 11, 2021	BUY	$61.58 - $71.75 $1,170 - $1,363	19 Added 0.54%	3,533 $249,000

Q3 2020 Oct 26, 2020	SELL	$63.15 - $73.44 $47,678 - $55,447	-755 Reduced 17.69%	3,514 $229,000
Q2 2020 Jul 14, 2020	BUY	$50.26 - $74.36 $1,558 - $2,305	31 Added 0.73%	4,269 $289,000
Q1 2020 Apr 16, 2020	BUY	$43.86 - $88.27 $964 - $1,941	22 Added 0.52%	4,238 $246,000
Q4 2019 Jan 27, 2020	BUY	$76.67 - $93.45 $107,414 - $130,923	1,401 Added 49.77%	4,216 $337,000
Q3 2019 Oct 10, 2019	SELL	$80.33 - $91.62 $29,320 - $33,441	-365 Reduced 11.48%	2,815 $252,000
Q2 2019 Jul 17, 2019	SELL	$75.96 - $86.0 $32,966 - $37,324	-434 Reduced 12.01%	3,180 $258,000
Q1 2019 Apr 23, 2019	BUY	$64.14 - $78.88 $1,860 - $2,287	29 Added 0.81%	3,614 $283,000
Q4 2018 Feb 04, 2019	BUY	$62.88 - $70.58 $225,424 - $253,029	3,585 New	3,585 $234,000

828

147M

1.26M

622K

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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