A detailed history of Provence Wealth Management Group transactions in W. P. Carey Inc. stock. As of the latest transaction made, Provence Wealth Management Group holds 626 shares of WPC stock, worth $33,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares
626
Previous 858 27.04%
Holding current value
$33,960
Previous $46,000 13.04%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$52.21 - $65.68 $12,112 - $15,237
-232 Reduced 27.04%
626 $40,000
Q3 2023

Nov 13, 2023

BUY
$54.08 - $73.02 $46,400 - $62,651
858 New
858 $46,000
Q4 2022

Feb 02, 2023

SELL
$68.46 - $81.68 $16,156 - $19,276
-236 Reduced 5.95%
3,730 $291,000
Q3 2022

Oct 21, 2022

BUY
$68.77 - $89.3 $275 - $357
4 Added 0.1%
3,966 $277,000
Q2 2022

Jul 18, 2022

BUY
$76.0 - $86.57 $11,704 - $13,331
154 Added 4.04%
3,962 $328,000
Q1 2022

May 10, 2022

BUY
$74.37 - $83.52 $6,990 - $7,850
94 Added 2.53%
3,808 $308,000
Q4 2021

May 02, 2022

BUY
$74.14 - $83.05 $275,355 - $308,447
3,714 New
3,714 $305,000

Others Institutions Holding WPC

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 ...
More about WPC
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