Mark Sheptoff Financial Planning, LLC W. P. Carey Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	SELL	$54.08 - $73.02 $36,774 - $49,653	-680 Reduced 54.93%	558 $30,000
Q4 2022 Feb 14, 2023	BUY	$68.46 - $81.68 $84,753 - $101,119	1,238 New	1,238 $96,000
Q4 2021 Feb 11, 2022	SELL	$74.14 - $83.05 $338,152 - $378,791	-4,561 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$73.04 - $80.69 $14,608 - $16,138	200 Added 4.59%	4,561 $333,000
Q3 2020 Nov 12, 2020	SELL	$63.15 - $73.44 $10,419 - $12,117	-165 Reduced 3.65%	4,361 $284,000
Q2 2020 Aug 10, 2020	SELL	$50.26 - $74.36 $10,403 - $15,392	-207 Reduced 4.37%	4,526 $306,000
Q3 2019 Nov 12, 2019	BUY	$80.33 - $91.62 $13,254 - $15,117	165 Added 3.61%	4,733 $424,000
Q1 2018 May 08, 2018	SELL	$59.24 - $68.47 $14,928 - $17,254	-252 Reduced 5.23%	4,568 $283,000
Q4 2017 Feb 09, 2018	SELL	$67.77 - $72.32 $10,165 - $10,847	-150 Reduced 3.02%	4,820 $332,000
Q3 2017 Nov 09, 2017	BUY	$65.87 - $69.93 $327,373 - $347,552	4,970	4,970 $335,000

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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