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

Thrive Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$66.29 - $76.27 $47,596 - $54,761	-718 Reduced 15.57%	3,893 $263,000
Q1 2023 Apr 07, 2023	BUY	$75.21 - $85.55 $11,206 - $12,746	149 Added 3.34%	4,611 $357,000
Q4 2022 Jan 25, 2023	BUY	$68.46 - $81.68 $33,066 - $39,451	483 Added 12.14%	4,462 $0
Q3 2022 Oct 24, 2022	BUY	$68.77 - $89.3 $35,210 - $45,721	512 Added 14.77%	3,979 $278,000
Q2 2022 Jul 11, 2022	SELL	$76.0 - $86.57 $12,160 - $13,851	-160 Reduced 4.41%	3,467 $287,000
Q1 2022 May 02, 2022	SELL	$74.37 - $83.52 $13,386 - $15,033	-180 Reduced 4.73%	3,627 $293,000
Q4 2021 Feb 14, 2022	BUY	$74.14 - $83.05 $282,250 - $316,171	3,807 New	3,807 $312,000

880

139M

791K

Ticker WPC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 206,708,992
Market Cap $11.4B
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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