Elmwood Wealth Management, Inc. W. P. Carey Inc. Transaction History

Elmwood Wealth Management, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$70.57 - $78.29 $17,360 - $19,259	-246 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$43.86 - $88.27 $10,789 - $21,714	246 New	246 $14,000
Q4 2019 Feb 05, 2020	SELL	$76.67 - $93.45 $69,079 - $84,198	-901 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$75.96 - $86.0 $68,439 - $77,486	901 New	901 $73,000
Q4 2018 Feb 14, 2019	SELL	$62.88 - $70.58 $15,468 - $17,362	-246 Closed	0 $0
Q3 2018 Oct 11, 2018	SELL	$63.87 - $67.94 $15,712 - $16,713	-246 Reduced 50.0%	246 $15.8 Million
Q2 2018 Aug 22, 2018	BUY	$61.13 - $67.65 $15,037 - $16,641	246 Added 100.0%	492 $31.6 Million
Q1 2018 May 10, 2018	BUY	$59.24 - $68.47 $14,573 - $16,843	246 New	246 $15.3 Million

877

140M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.6B
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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