LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – W. P. Carey Inc. Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
$722,000
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA quarter portfolio value change:
-15.76%
quarter
W. P. Carey Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -136K | $69.8 | 10.35K | |
| Q2 2022 | share | Increase | +3.50% | 350 shares | 50K | $82.86 | 10.35K |
| Q1 2022 | share | 0.00% | 0 shares | -13K | $80.84 | 10K | |
| Q4 2021 | share | 0.00% | 0 shares | 91K | $81.99 | 10K | |
| Q3 2021 | share | 0.00% | 0 shares | -16K | $73.04 | 10K | |
| Q2 2021 | share | Decrease | -0.29% | -29 shares | 36K | $73.57 | 10K |
| Q1 2021 | share | Increase | +0.29% | 29 shares | 4K | $68.81 | 10.02K |
| Q4 2020 | share | 0.00% | 0 shares | 54K | $67.63 | 10K | |
| Q3 2020 | share | 0.00% | 0 shares | -25K | $61.51 | 10K | |
| Q2 2020 | share | 0.00% | 0 shares | 96K | $62.86 | 10K | |
| Q1 2020 | share | 0.00% | 0 shares | -219K | $53.14 | 10K | |
| Q4 2019 | share | 0.00% | 0 shares | -95K | $71.97 | 10K | |
| Q3 2019 | share | 0.00% | 0 shares | 83K | $79.43 | 10K | |
| Q2 2019 | share | 0.00% | 0 shares | 29K | $71.23 | 10K | |
| Q1 2019 | share | 0.00% | 0 shares | 130K | $67.86 | 10K | |
| Q4 2018 | share | 0.00% | 0 shares | 10K | $55.87 | 10K | |
| Q3 2018 | share | 0.00% | 0 shares | -21K | $54.14 | 10K | |
| Q2 2018 | share | Decrease | -1.96% | -200 shares | 32K | $54.98 | 10K |
| Q1 2018 | share | Decrease | -32.33% | -4.87K shares | -407K | $50.59 | 10.2K |
| Q4 2017 | share | Decrease | -3.85% | -603 shares | -17K | $55.32 | 15.07K |
| Q3 2017 | share | Increase | +236.83% | 11.02K shares | 737K | $52.58 | 15.67K |
| Q2 2017 | share | Decrease | -3.30% | -159 shares | 20K | $50.75 | 4.65K |
| Q1 2017 | share | 0.00% | 0 shares | 15K | $47.13 | 4.81K | |
| Q4 2016 | share | Decrease | -16.02% | -918 shares | -86K | $44.05 | 4.81K |
| Q3 2016 | share | Decrease | -7.95% | -495 shares | -62K | $47.3 | 5.73K |
| Q2 2016 | share | 0.00% | 0 shares | 44K | $50.13 | 6.22K | |
| Q1 2016 | share | Increase | +42.77% | 1.86K shares | 131K | $44.3 | 6.22K |