Glassman Wealth Services W. P. Carey Inc. Transaction History

Glassman Wealth Services

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$52.21 - $65.68 $8,927 - $11,231	-171 Reduced 5.73%	2,811 $182,000
Q3 2023 Nov 13, 2023	BUY	$54.08 - $73.02 $1,081 - $1,460	20 Added 0.68%	2,982 $161,000
Q2 2023 Aug 08, 2023	SELL	$66.29 - $76.27 $45,673 - $52,550	-689 Reduced 18.87%	2,962 $200,000
Q1 2023 May 04, 2023	BUY	$75.21 - $85.55 $1,805 - $2,053	24 Added 0.66%	3,651 $282,000
Q4 2022 Feb 06, 2023	BUY	$68.46 - $81.68 $753 - $898	11 Added 0.3%	3,627 $283,000
Q3 2022 Nov 09, 2022	BUY	$68.77 - $89.3 $2,819 - $3,661	41 Added 1.15%	3,616 $252,000
Q1 2022 Aug 23, 2022	BUY	$74.37 - $83.52 $594 - $668	8 Added 0.22%	3,575 $289,000
Q1 2022 Apr 14, 2022	SELL	$74.37 - $83.52 $6,767 - $7,600	-91 Reduced 2.49%	3,567 $288,000
Q4 2021 Feb 14, 2022	BUY	$74.14 - $83.05 $6,969 - $7,806	94 Added 2.64%	3,658 $300,000
Q4 2020 Feb 04, 2021	BUY	$61.58 - $71.75 $175,934 - $204,989	2,857 Added 404.1%	3,564 $252,000
Q3 2020 Nov 09, 2020	BUY	$63.15 - $73.44 $6,062 - $7,050	96 Added 15.71%	707 $46,000
Q2 2020 Aug 06, 2020	BUY	$50.26 - $74.36 $2,915 - $4,312	58 Added 10.49%	611 $41,000
Q1 2020 May 12, 2020	BUY	$43.86 - $88.27 $219 - $441	5 Added 0.91%	553 $32,000
Q1 2019 May 10, 2019	BUY	$64.14 - $78.88 $192 - $236	3 Added 0.55%	548 $43,000
Q3 2018 Nov 13, 2018	SELL	$63.87 - $67.94 $16,670 - $17,732	-261 Reduced 32.38%	545 $35,000
Q2 2018 Aug 09, 2018	BUY	$61.13 - $67.65 $15,954 - $17,656	261 Added 47.89%	806 $53,000
Q2 2017 Aug 09, 2017	BUY	N/A	545	545 $36,000

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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