Mission Wealth Management, LP W. P. Carey Inc. Transaction History

Mission Wealth Management, LP

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 07, 2023	BUY	$75.21 - $85.55 $30,083 - $34,220	400 Added 14.21%	3,214 $248,000
Q4 2022 Feb 02, 2023	BUY	$68.46 - $81.68 $192,646 - $229,847	2,814 New	2,814 $219,000
Q3 2021 Nov 05, 2021	SELL	$73.04 - $80.69 $208,090 - $229,885	-2,849 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$70.57 - $78.29 $351,297 - $389,727	-4,978 Reduced 63.6%	2,849 $213,000
Q1 2021 May 10, 2021	SELL	$66.32 - $71.74 $132 - $143	-2 Reduced 0.03%	7,827 $554,000
Q4 2020 Jan 19, 2021	SELL	$61.58 - $71.75 $477,799 - $556,708	-7,759 Reduced 49.78%	7,829 $553,000
Q3 2020 Oct 16, 2020	BUY	$63.15 - $73.44 $19,323 - $22,472	306 Added 2.0%	15,588 $1.02 Million
Q1 2020 Apr 10, 2020	SELL	$43.86 - $88.27 $365,792 - $736,171	-8,340 Reduced 35.31%	15,282 $888,000
Q4 2019 Jan 21, 2020	SELL	$76.67 - $93.45 $13,570 - $16,540	-177 Reduced 0.74%	23,622 $1.89 Million
Q1 2019 May 14, 2019	SELL	$64.14 - $78.88 $1.13 Million - $1.39 Million	-17,560 Reduced 42.46%	23,799 $1.86 Million
Q4 2018 Feb 08, 2019	BUY	$62.88 - $70.58 $2.6 Million - $2.92 Million	41,359 New	41,359 $2.7 Million

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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