Core Wealth Advisors, Inc. W. P. Carey Inc. Transaction History

Core Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$75.21 - $85.55 $13,462 - $15,313	-179 Reduced 44.31%	225 $17,000
Q4 2022 Feb 14, 2023	BUY	$68.46 - $81.68 $1,985 - $2,368	29 Added 7.73%	404 $31,000
Q3 2022 Nov 10, 2022	BUY	$68.77 - $89.3 $10,315 - $13,395	150 Added 66.67%	375 $26,000
Q2 2021 Aug 03, 2021	BUY	$70.57 - $78.29 $7,056 - $7,829	100 Added 80.0%	225 $17,000
Q3 2020 Nov 12, 2020	BUY	$63.15 - $73.44 $7,893 - $9,180	125 New	125 $8,000

849

144M

976K

645K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $12.6B
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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