Capital Asset Advisory Services LLC W. P. Carey Inc. Transaction History

Capital Asset Advisory Services LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$75.21 - $85.55 $47,532 - $54,067	-632 Reduced 18.02%	2,875 $222,000
Q4 2022 Mar 08, 2023	SELL	$68.46 - $81.68 $118,983 - $141,959	-1,738 Reduced 33.14%	3,507 $274,000
Q3 2022 Nov 14, 2022	SELL	$68.77 - $89.3 $94,214 - $122,341	-1,370 Reduced 20.71%	5,245 $366,000
Q2 2022 Aug 11, 2022	BUY	$76.0 - $86.57 $4,408 - $5,021	58 Added 0.88%	6,615 $555,000
Q1 2022 Apr 29, 2022	BUY	$74.37 - $83.52 $30,194 - $33,909	406 Added 6.6%	6,557 $537,000
Q4 2021 Feb 04, 2022	BUY	$74.14 - $83.05 $8,674 - $9,716	117 Added 1.94%	6,151 $511,000
Q3 2021 Oct 14, 2021	BUY	$73.04 - $80.69 $12,708 - $14,040	174 Added 2.97%	6,034 $447,000
Q2 2021 Aug 06, 2021	BUY	$70.57 - $78.29 $44,317 - $49,166	628 Added 12.0%	5,860 $443,000
Q1 2021 May 13, 2021	BUY	$66.32 - $71.74 $49,408 - $53,446	745 Added 16.6%	5,232 $376,000
Q4 2020 Mar 02, 2021	BUY	$61.58 - $71.75 $67,491 - $78,638	1,096 Added 32.32%	4,487 $321,000
Q3 2020 Nov 18, 2020	SELL	$63.15 - $73.44 $19,197 - $22,325	-304 Reduced 8.23%	3,391 $224,000
Q2 2020 Aug 14, 2020	BUY	$50.26 - $74.36 $185,710 - $274,760	3,695 New	3,695 $269,000

878

139M

791K

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 ...

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