A detailed history of Tradition Wealth Management, LLC transactions in W. P. Carey Inc. stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 3,880 shares of WPC stock, worth $212,740. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,880
Previous 3,880 -0.0%
Holding current value
$212,740
Previous $213,000 13.15%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 12, 2024

BUY
$52.21 - $65.68 $84,110 - $105,810
1,611 Added 71.0%
3,880 $251,000
Q3 2023

Nov 13, 2023

SELL
$54.08 - $73.02 $7,517 - $10,149
-139 Reduced 5.77%
2,269 $123,000
Q2 2023

Aug 14, 2023

SELL
$66.29 - $76.27 $4,905 - $5,643
-74 Reduced 2.98%
2,408 $163,000
Q1 2023

May 11, 2023

BUY
$75.21 - $85.55 $60,318 - $68,611
802 Added 47.74%
2,482 $192,000
Q4 2022

Feb 03, 2023

BUY
$68.46 - $81.68 $13,691 - $16,336
200 Added 13.51%
1,680 $131,000
Q4 2021

Feb 14, 2022

SELL
$74.14 - $83.05 $10,379 - $11,627
-140 Reduced 8.64%
1,480 $121,000
Q4 2020

Feb 16, 2021

BUY
$61.58 - $71.75 $99,759 - $116,235
1,620 New
1,620 $114,000

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 $11.3B
  • 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 ...
More about WPC
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.