Kaizen Financial Strategies W. P. Carey Inc. Transaction History

Kaizen Financial Strategies

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$54.84 - $67.37 $72,498 - $89,063	-1,322 Reduced 17.64%	6,174 $348,000
Q4 2023 Jan 18, 2024	SELL	$52.21 - $65.68 $7,988 - $10,049	-153 Reduced 2.0%	7,496 $485,000
Q3 2023 Oct 31, 2023	BUY	$54.08 - $73.02 $53,971 - $72,873	998 Added 15.01%	7,649 $413,000
Q2 2023 Aug 07, 2023	BUY	$66.29 - $76.27 $17,898 - $20,592	270 Added 4.23%	6,651 $449,000
Q1 2023 May 10, 2023	BUY	$75.21 - $85.55 $6,016 - $6,844	80 Added 1.27%	6,381 $494,000
Q4 2022 Jan 18, 2023	SELL	$68.46 - $81.68 $54,357 - $64,853	-794 Reduced 11.19%	6,301 $0
Q3 2022 Oct 18, 2022	BUY	$68.77 - $89.3 $6,051 - $7,858	88 Added 1.26%	7,095 $495,000
Q2 2022 Jul 18, 2022	BUY	$76.0 - $86.57 $6,688 - $7,618	88 Added 1.27%	7,007 $581,000
Q1 2022 May 06, 2022	BUY	$74.37 - $83.52 $17,774 - $19,961	239 Added 3.58%	6,919 $559,000
Q4 2021 Jan 26, 2022	BUY	$74.14 - $83.05 $6,672 - $7,474	90 Added 1.37%	6,680 $548,000
Q3 2021 Nov 12, 2021	BUY	$73.04 - $80.69 $17,967 - $19,849	246 Added 3.88%	6,590 $481,000
Q1 2021 May 28, 2021	BUY	$66.32 - $71.74 $6,433 - $6,958	97 Added 1.55%	6,344 $449,000
Q4 2020 Feb 03, 2021	BUY	$61.58 - $71.75 $384,690 - $448,222	6,247 New	6,247 $441,000

878

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.3B
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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