A detailed history of Jackson Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 5,384 shares of WPC stock, worth $292,082. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,384
Previous 4,583 17.48%
Holding current value
$292,082
Previous $252,000 32.94%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 22, 2024

BUY
$54.63 - $63.96 $43,758 - $51,231
801 Added 17.48%
5,384 $335,000
Q2 2024

Jul 01, 2024

SELL
$53.32 - $60.11 $34,658 - $39,071
-650 Reduced 12.42%
4,583 $252,000
Q1 2024

Jun 11, 2024

SELL
$54.84 - $67.37 $21,936 - $26,948
-400 Reduced 7.1%
5,233 $295,000
Q1 2023

May 12, 2023

BUY
$75.21 - $85.55 $423,657 - $481,903
5,633 New
5,633 $436,000
Q3 2022

Nov 14, 2022

BUY
$68.77 - $89.3 $72,208 - $93,765
1,050 Added 22.91%
5,633 $393,000
Q2 2022

Aug 01, 2022

SELL
$76.0 - $86.57 $79,800 - $90,898
-1,050 Reduced 18.64%
4,583 $380,000
Q4 2021

Feb 09, 2022

BUY
$74.14 - $83.05 $417,630 - $467,820
5,633 New
5,633 $462,000
Q3 2021

Dec 10, 2021

SELL
$73.04 - $80.69 $413,114 - $456,382
-5,656 Closed
0 $0
Q1 2020

May 13, 2020

BUY
$43.86 - $88.27 $248,072 - $499,255
5,656 New
5,656 $350,000
Q4 2019

Feb 04, 2020

SELL
$76.67 - $93.45 $413,941 - $504,536
-5,399 Closed
0 $0
Q3 2019

Nov 07, 2019

BUY
$80.33 - $91.62 $433,701 - $494,656
5,399 New
5,399 $490,000

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 $11.2B
  • 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 ...
More about WPC
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.