Wealthspan Partners, LLC W. P. Carey Inc. Transaction History

Wealthspan Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$66.29 - $76.27 $107,920 - $124,167	-1,628 Reduced 19.79%	6,597 $445,000
Q1 2023 Apr 21, 2023	BUY	$75.21 - $85.55 $4,888 - $5,560	65 Added 0.8%	8,225 $637,000
Q4 2022 Feb 13, 2023	BUY	$68.46 - $81.68 $31,833 - $37,981	465 Added 6.04%	8,160 $637,000
Q3 2022 Nov 14, 2022	SELL	$68.77 - $89.3 $8,183 - $10,626	-119 Reduced 1.52%	7,695 $537,000
Q2 2022 Aug 11, 2022	BUY	$76.0 - $86.57 $6,916 - $7,877	91 Added 1.18%	7,814 $647,000
Q1 2022 May 12, 2022	SELL	$74.37 - $83.52 $2,677 - $3,006	-36 Reduced 0.46%	7,723 $624,000
Q4 2021 Feb 15, 2022	BUY	$74.14 - $83.05 $575,252 - $644,384	7,759 New	7,759 $637,000

878

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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