A detailed history of Goal Vest Advisory LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 571 shares of WPC stock, worth $32,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
571
Previous 3,321 82.81%
Holding current value
$32,838
Previous $182,000 80.77%
% of portfolio
0.01%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$54.63 - $63.96 $150,232 - $175,890
-2,750 Reduced 82.81%
571 $35,000
Q2 2024

Jul 30, 2024

BUY
$53.32 - $60.11 $5,332 - $6,011
100 Added 3.1%
3,321 $182,000
Q1 2024

Apr 15, 2024

BUY
$54.84 - $67.37 $141,980 - $174,420
2,589 Added 409.65%
3,221 $181,000
Q4 2023

Jan 02, 2024

SELL
$52.21 - $65.68 $620,724 - $780,869
-11,889 Reduced 94.95%
632 $40,000
Q3 2023

Oct 10, 2023

SELL
$54.08 - $73.02 $21,794 - $29,427
-403 Reduced 3.12%
12,521 $677,000
Q2 2023

Jul 17, 2023

SELL
$66.29 - $76.27 $168,708 - $194,107
-2,545 Reduced 16.45%
12,924 $873,000
Q1 2023

Apr 03, 2023

BUY
$75.21 - $85.55 $93,185 - $105,996
1,239 Added 8.71%
15,469 $1.2 Million
Q4 2022

Jan 06, 2023

BUY
$68.46 - $81.68 $102,347 - $122,111
1,495 Added 11.74%
14,230 $0
Q3 2022

Oct 11, 2022

BUY
$68.77 - $89.3 $276,042 - $358,450
4,014 Added 46.03%
12,735 $889,000
Q2 2022

Jul 06, 2022

BUY
$76.0 - $86.57 $662,796 - $754,976
8,721 New
8,721 $716,000

Others Institutions Holding WPC

About W. P. Carey Inc.


  • Ticker WPC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 206,708,992
  • Market Cap $11.9B
  • 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 ...
More about WPC
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