Ropes Wealth Advisors LLC W. P. Carey Inc. Transaction History

Ropes Wealth Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 12, 2021	SELL	$66.32 - $71.74 $66,320 - $71,740	-1,000 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$61.58 - $71.75 $23,154 - $26,978	-376 Reduced 27.33%	1,000 $71,000
Q2 2020 Jul 20, 2020	SELL	$50.26 - $74.36 $17,591 - $26,026	-350 Reduced 20.28%	1,376 $93,000
Q3 2019 Nov 05, 2019	SELL	$80.33 - $91.62 $40,165 - $45,810	-500 Reduced 22.46%	1,726 $154,000
Q4 2018 Feb 08, 2019	SELL	$62.88 - $70.58 $6,288 - $7,058	-100 Reduced 4.3%	2,226 $145,000
Q3 2017 Nov 09, 2017	BUY	$65.87 - $69.93 $153,213 - $162,657	2,326	2,326 $157,000

862

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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