Laurel Wealth Advisors, Inc. W. P. Carey Inc. Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 8,488 shares of WPC stock, worth $460,474. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,488

Previous 8,498 0.12%

Holding current value

$460,474

Previous $593,000 11.8%

% of portfolio

0.07%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$68.46 - $81.68 $684 - $816	-10 Reduced 0.12%	8,488 $663,000
Q3 2022 Nov 14, 2022	BUY	$68.77 - $89.3 $1,375 - $1,786	20 Added 0.24%	8,498 $593,000
Q1 2022 May 13, 2022	BUY	$74.37 - $83.52 $2,974 - $3,340	40 Added 0.47%	8,478 $685,000
Q4 2021 Feb 14, 2022	BUY	$74.14 - $83.05 $190,094 - $212,940	2,564 Added 43.65%	8,438 $692,000
Q1 2021 May 14, 2021	SELL	$66.32 - $71.74 $13,263 - $14,347	-200 Reduced 3.29%	5,874 $416,000
Q4 2020 Mar 03, 2021	BUY	$61.58 - $71.75 $3,079 - $3,587	50 Added 0.83%	6,074 $429,000
Q3 2020 Nov 13, 2020	BUY	$63.15 - $73.44 $83,863 - $97,528	1,328 Added 28.28%	6,024 $393,000
Q4 2019 Feb 13, 2020	SELL	$76.67 - $93.45 $222,343 - $271,005	-2,900 Reduced 38.18%	4,696 $376,000
Q3 2019 Nov 13, 2019	BUY	$80.33 - $91.62 $72,297 - $82,458	900 Added 13.44%	7,596 $680,000
Q2 2019 Aug 13, 2019	SELL	$75.96 - $86.0 $45,196 - $51,170	-595 Reduced 8.16%	6,696 $544,000
Q1 2019 May 16, 2019	SELL	$64.14 - $78.88 $28,734 - $35,338	-448 Reduced 5.79%	7,291 $571,000
Q4 2018 Feb 13, 2019	SELL	$62.88 - $70.58 $62,880 - $70,580	-1,000 Reduced 11.44%	7,739 $505,000
Q3 2018 Nov 15, 2018	BUY	$63.87 - $67.94 $28,741 - $30,573	450 Added 5.43%	8,739 $562,000
Q2 2018 Aug 20, 2018	SELL	$61.13 - $67.65 $6,113 - $6,765	-100 Reduced 1.19%	8,289 $549,000
Q1 2018 May 16, 2018	BUY	$59.24 - $68.47 $11,848 - $13,694	200 Added 2.44%	8,389 $520,000
Q3 2017 Nov 14, 2017	BUY	$65.87 - $69.93 $196,687 - $208,810	2,986 Added 57.39%	8,189 $551,000
Q2 2017 Aug 15, 2017	BUY	N/A	5,203	5,203 $343,000

Others Institutions Holding WPC

# of Institutions

878

Shares Held

139M

Call Options Held

Put Options Held

791K

View Full List

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 ...

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Laurel Wealth Advisors, Inc. W. P. Carey Inc. Transaction History