Clearview Wealth Advisors LLC W. P. Carey Inc. Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 3,567 shares of WPC stock, worth $193,509. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,567

Previous 3,695 3.46%

Holding current value

$193,509

Previous $203,000 9.36%

% of portfolio

0.17%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$54.63 - $63.96 $6,992 - $8,186	-128 Reduced 3.46%	3,567 $222,000
Q2 2024 Jul 31, 2024	SELL	$53.32 - $60.11 $9,490 - $10,699	-178 Reduced 4.6%	3,695 $203,000
Q1 2024 Apr 09, 2024	SELL	$54.84 - $67.37 $5,813 - $7,141	-106 Reduced 2.66%	3,873 $218,000
Q4 2023 Jan 12, 2024	SELL	$52.21 - $65.68 $3,863 - $4,860	-74 Reduced 1.83%	3,979 $257,000
Q3 2023 Oct 30, 2023	SELL	$54.08 - $73.02 $6,976 - $9,419	-129 Reduced 3.08%	4,053 $219,000
Q2 2023 Aug 07, 2023	SELL	$66.29 - $76.27 $4,308 - $4,957	-65 Reduced 1.53%	4,182 $282,000
Q1 2023 Apr 12, 2023	SELL	$75.21 - $85.55 $137,634 - $156,556	-1,830 Reduced 30.11%	4,247 $328,000
Q4 2022 Jan 31, 2023	SELL	$68.46 - $81.68 $1,574 - $1,878	-23 Reduced 0.38%	6,077 $475,000
Q3 2022 Oct 18, 2022	BUY	$68.77 - $89.3 $13,754 - $17,860	200 Added 3.39%	6,100 $426,000
Q2 2022 Aug 05, 2022	BUY	$76.0 - $86.57 $17,860 - $20,343	235 Added 4.15%	5,900 $489,000
Q1 2022 Apr 29, 2022	BUY	$74.37 - $83.52 $35,846 - $40,256	482 Added 9.3%	5,665 $458,000
Q4 2021 Feb 02, 2022	BUY	$74.14 - $83.05 $22,390 - $25,081	302 Added 6.19%	5,183 $425,000
Q3 2021 Nov 02, 2021	BUY	$73.04 - $80.69 $15,119 - $16,702	207 Added 4.43%	4,881 $357,000
Q2 2021 Jul 30, 2021	SELL	$70.57 - $78.29 $493 - $548	-7 Reduced 0.15%	4,674 $349,000
Q1 2021 May 06, 2021	SELL	$66.32 - $71.74 $2,586 - $2,797	-39 Reduced 0.83%	4,681 $331,000
Q4 2020 Jan 21, 2021	BUY	$61.58 - $71.75 $290,657 - $338,660	4,720 New	4,720 $333,000

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 $11.2B
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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Clearview Wealth Advisors LLC W. P. Carey Inc. Transaction History