Soa Wealth Advisors, Llc. W. P. Carey Inc. Transaction History

Soa Wealth Advisors, Llc.

$491 Million
Q2 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in W. P. Carey Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,337 shares of WPC stock, worth $142,743. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,337

Previous 2,954 20.89%

Holding current value

$142,743

Previous $166,000 22.89%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$53.32 - $60.11 $32,898 - $37,087	-617 Reduced 20.89%	2,337 $128,000
Q1 2024 Apr 10, 2024	SELL	$54.84 - $67.37 $3.9 Million - $4.79 Million	-71,077 Reduced 96.01%	2,954 $166,000
Q4 2023 Jan 10, 2024	SELL	$52.21 - $65.68 $248,937 - $313,162	-4,768 Reduced 6.05%	74,031 $4.8 Million
Q3 2023 Oct 10, 2023	SELL	$54.08 - $73.02 $407,492 - $550,205	-7,535 Reduced 8.73%	78,799 $4.26 Million
Q2 2023 Jul 07, 2023	SELL	$66.29 - $76.27 $151,936 - $174,810	-2,292 Reduced 2.59%	86,334 $5.83 Million
Q1 2023 Apr 28, 2023	SELL	$75.21 - $85.55 $300 - $342	-4 Reduced -0.0%	88,626 $6.86 Million
Q4 2022 Jan 10, 2023	SELL	$68.46 - $81.68 $144,245 - $172,099	-2,107 Reduced 2.32%	88,630 $0
Q3 2022 Oct 07, 2022	BUY	$68.77 - $89.3 $2.65 Million - $3.44 Million	38,535 Added 73.82%	90,737 $6.33 Million
Q2 2022 Jul 13, 2022	SELL	$76.0 - $86.57 $3,572 - $4,068	-47 Reduced 0.09%	52,202 $4.33 Million
Q1 2022 Apr 07, 2022	SELL	$74.37 - $83.52 $17,700 - $19,877	-238 Reduced 0.45%	52,249 $4.22 Million
Q4 2021 Jan 13, 2022	SELL	$74.14 - $83.05 $3,113 - $3,488	-42 Reduced 0.08%	52,487 $4.3 Million
Q3 2021 Oct 12, 2021	BUY	$73.04 - $80.69 $27,609 - $30,500	378 Added 0.72%	52,529 $3.84 Million
Q2 2021 Jul 14, 2021	SELL	$70.57 - $78.29 $369,363 - $409,769	-5,234 Reduced 9.12%	52,151 $3.89 Million
Q1 2021 Apr 26, 2021	SELL	$66.32 - $71.74 $85,088 - $92,042	-1,283 Reduced 2.19%	57,385 $4.06 Million
Q4 2020 Mar 10, 2021	BUY	$61.58 - $71.75 $3.61 Million - $4.21 Million	58,668 New	58,668 $4.04 Million

Others Institutions Holding WPC

# of Institutions

849

Shares Held

144M

Call Options Held

976K

Put Options Held

645K

View Full List

About W. P. Carey Inc.

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $12.6B
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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Soa Wealth Advisors, Llc. W. P. Carey Inc. Transaction History