Sugarloaf Wealth Management, LLC W. P. Carey Inc. Transaction History

Sugarloaf Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	BUY	$68.46 - $81.68 $2,396 - $2,858	35 Added 29.91%	152 $11,000
Q3 2022 Oct 11, 2022	BUY	$68.77 - $89.3 $68 - $89	1 Added 0.86%	117 $9,000
Q2 2022 Jul 12, 2022	BUY	$76.0 - $86.57 $152 - $173	2 Added 1.75%	116 $10,000
Q1 2022 Apr 25, 2022	BUY	$74.37 - $83.52 $74 - $83	1 Added 0.88%	114 $9,000
Q4 2021 Jan 20, 2022	BUY	$74.14 - $83.05 $148 - $166	2 Added 1.8%	113 $9,000
Q3 2021 Oct 20, 2021	BUY	$73.04 - $80.69 $73 - $80	1 Added 0.91%	111 $8,000
Q2 2021 Jul 20, 2021	BUY	$70.57 - $78.29 $141 - $156	2 Added 1.85%	110 $8,000
Q1 2021 Apr 19, 2021	BUY	$66.32 - $71.74 $132 - $143	2 Added 1.89%	108 $8,000
Q4 2020 Feb 03, 2021	BUY	$61.58 - $71.75 $61 - $71	1 Added 0.95%	106 $7,000
Q3 2020 Nov 03, 2020	BUY	$63.15 - $73.44 $126 - $146	2 Added 1.94%	105 $7,000
Q2 2020 Jul 21, 2020	BUY	$50.26 - $74.36 $100 - $148	2 Added 1.98%	103 $7,000
Q4 2019 Jan 29, 2020	BUY	$76.67 - $93.45 $7,743 - $9,438	101 New	101 $8,000

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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