Pinnacle Wealth Planning Services, Inc. W. P. Carey Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	BUY	$76.0 - $86.57 $21,280 - $24,239	280 Added 11.25%	2,769 $229,000
Q1 2022 Apr 20, 2022	SELL	$74.37 - $83.52 $1,487 - $1,670	-20 Reduced 0.8%	2,489 $201,000
Q4 2021 Jan 21, 2022	BUY	$74.14 - $83.05 $186,017 - $208,372	2,509 New	2,509 $206,000
Q1 2021 Apr 29, 2021	SELL	$66.32 - $71.74 $161,754 - $174,973	-2,439 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$61.58 - $71.75 $150,193 - $174,998	2,439 New	2,439 $173,000

878

139M

791K

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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