Zhang Financial LLC W. P. Carey Inc. Transaction History

Zhang Financial LLC

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 May 24, 2019	SELL	$63.87 - $67.94 $261,867 - $278,554	-4,100 Closed	0 $0
Q2 2018 May 24, 2019	SELL	$61.13 - $67.65 $117,919 - $130,496	-1,929 Reduced 32.0%	4,100 $269,000
Q4 2017 May 23, 2019	SELL	$67.77 - $72.32 $211,171 - $225,349	-3,116 Reduced 34.07%	6,029 $408,000
Q3 2017 May 24, 2019	SELL	$65.87 - $69.93 $415,639 - $441,258	-6,310 Reduced 40.83%	9,145 $625,000
Q2 2017 May 23, 2019	BUY	N/A	9,426 Added 156.34%	15,455 $1.02 Million
Q1 2017 May 23, 2019	SELL	N/A	-11,666 Reduced 65.93%	6,029 $408,000
Q4 2016 May 28, 2019	SELL	N/A	-927 Reduced 4.98%	17,695 $1.09 Million
Q3 2016 May 28, 2019	SELL	N/A	-11,987 Reduced 39.16%	18,622 $1.2 Million
Q2 2016 May 28, 2019	SELL	N/A	-9,744 Reduced 24.15%	30,609 $2.13 Million
Q1 2016 May 28, 2019	BUY	N/A	50 Added 0.12%	40,353 $2.51 Million
Q4 2015 May 28, 2019	SELL	N/A	-870 Reduced 2.11%	40,303 $2.38 Million
Q3 2015 May 24, 2019	SELL	N/A	-377 Reduced 0.91%	41,173 $2.38 Million
Q2 2015 May 24, 2019	BUY	N/A	41 Added 0.1%	41,550 $2.45 Million
Q1 2015 May 29, 2019	BUY	N/A	14 Added 0.03%	41,509 $2.82 Million
Q4 2014 May 31, 2019	BUY	N/A	1,057 Added 2.61%	41,495 $2.91 Million
Q3 2014 May 31, 2019	BUY	N/A	1,129 Added 2.87%	40,438 $2.58 Million
Q2 2014 May 31, 2019	BUY	N/A	40 Added 0.1%	39,309 $2.53 Million
Q1 2014 May 31, 2019	BUY	N/A	39,269	39,269 $2.36 Million

878

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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