OPTIMUM INVESTMENT ADVISORS – W. P. Carey Inc. Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$580,000
portfolio value
OPTIMUM INVESTMENT ADVISORS 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 | Decrease | -0.68% | -57 shares | -113K | $69.8 | 8.30K |
| Q2 2022 | share | Increase | +0.69% | 57 shares | 21K | $82.86 | 8.36K |
| Q1 2022 | share | 0.00% | 0 shares | -10K | $80.84 | 8.30K | |
| Q4 2021 | share | Increase | +13.69% | 1K shares | 148K | $81.99 | 8.30K |
| Q3 2021 | share | Decrease | -2.66% | -200 shares | -26K | $73.04 | 7.30K |
| Q2 2021 | share | Increase | +45.20% | 2.33K shares | 194K | $73.57 | 7.50K |
| Q1 2021 | share | Increase | +3.40% | 170 shares | 13K | $68.81 | 5.17K |
| Q4 2020 | share | Increase | +56.25% | 1.8K shares | 144K | $67.63 | 5K |
| Q3 2020 | share | Decrease | -23.81% | -1K shares | -75K | $61.51 | 3.2K |
| Q2 2020 | share | 0.00% | 0 shares | 40K | $62.86 | 4.2K | |
| Q1 2020 | share | 0.00% | 0 shares | -92K | $53.14 | 4.2K | |
| Q4 2019 | share | 0.00% | 0 shares | -40K | $71.97 | 4.2K | |
| Q3 2019 | share | Increase | +31.25% | 1K shares | 116K | $79.43 | 4.2K |
| Q2 2019 | share | 0.00% | 0 shares | 9K | $71.23 | 3.2K | |
| Q1 2019 | share | 0.00% | 0 shares | 42K | $67.86 | 3.2K | |
| Q4 2018 | share | 0.00% | 0 shares | 3K | $55.87 | 3.2K | |
| Q3 2018 | share | Decrease | -3.03% | -100 shares | -13K | $54.14 | 3.2K |
| Q2 2018 | share | 0.00% | 0 shares | 14K | $54.98 | 3.3K | |
| Q1 2018 | share | Decrease | -17.50% | -700 shares | -71K | $50.59 | 3.3K |
| Q4 2017 | share | 0.00% | 0 shares | 6K | $55.32 | 4K | |
| Q3 2017 | share | Decrease | -2.44% | -100 shares | -1K | $52.58 | 4K |
| Q2 2017 | share | Increase | +10.81% | 400 shares | 41K | $50.75 | 4.1K |
| Q1 2017 | share | Increase | 0.00% | 3.7K shares | 230K | $47.13 | 3.7K |
| Q4 2016 | share | Decrease | -100.00% | -7.1K shares | -458K | $44.05 | 0 |
| Q3 2016 | share | Increase | +5.97% | 400 shares | -7K | $47.3 | 7.1K |
| Q2 2016 | share | Increase | 0.00% | 6.7K shares | 465K | $50.13 | 6.7K |