Certified Advisory Corp W. P. Carey Inc. Transaction History

Certified Advisory Corp

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$66.29 - $76.27 $52,567 - $60,482	-793 Reduced 47.71%	869 $58,000
Q1 2023 May 15, 2023	BUY	$75.21 - $85.55 $124,999 - $142,184	1,662 New	1,662 $128,000
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $236,706 - $307,370	3,442 Added 15645.45%	3,464 $242,000
Q2 2022 Aug 15, 2022	SELL	$76.0 - $86.57 $113,392 - $129,162	-1,492 Reduced 98.55%	22 $2,000
Q1 2022 May 13, 2022	BUY	$74.37 - $83.52 $112,596 - $126,449	1,514 New	1,514 $123,000
Q4 2021 Feb 14, 2022	SELL	$74.14 - $83.05 $1,631 - $1,827	-22 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$73.04 - $80.69 $1,606 - $1,775	22 New	22 $2,000
Q2 2021 Aug 16, 2021	SELL	$70.57 - $78.29 $38,178 - $42,354	-541 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$66.32 - $71.74 $9,815 - $10,617	148 Added 37.66%	541 $39,000
Q2 2020 Jul 27, 2020	BUY	$50.26 - $74.36 $150 - $223	3 Added 0.77%	393 $26,000
Q1 2020 Apr 27, 2020	BUY	$43.86 - $88.27 $1,052 - $2,118	24 Added 6.56%	390 $22,000
Q4 2019 Jan 29, 2020	BUY	$76.67 - $93.45 $153 - $186	2 Added 0.55%	366 $29,000
Q3 2019 Nov 12, 2019	BUY	$80.33 - $91.62 $160 - $183	2 Added 0.55%	364 $33,000
Q2 2019 Aug 07, 2019	SELL	$75.96 - $86.0 $75,808 - $85,828	-998 Reduced 73.38%	362 $29,000
Q4 2018 Feb 04, 2019	BUY	$62.88 - $70.58 $10,060 - $11,292	160 Added 13.33%	1,360 $89,000
Q2 2018 Aug 14, 2018	BUY	$61.13 - $67.65 $61,130 - $67,650	1,000 Added 500.0%	1,200 $80,000
Q4 2017 Feb 22, 2018	BUY	$67.77 - $72.32 $13,554 - $14,463	200	200 $13,000

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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