EP WEALTH ADVISORS, LLC – W. P. Carey Inc. Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$899,000
portfolio value
EP WEALTH ADVISORS, LLC 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 | -14.53% | -2.19K shares | -350K | $69.8 | 12.87K |
| Q2 2022 | share | Increase | +2.85% | 417 shares | 65K | $82.86 | 15.06K |
| Q1 2022 | share | Decrease | -8.82% | -1.41K shares | -134K | $80.84 | 14.65K |
| Q4 2021 | share | Decrease | -8.08% | -1.41K shares | 41K | $81.99 | 16.06K |
| Q3 2021 | share | Decrease | -48.09% | -16.19K shares | -1.23M | $73.04 | 17.48K |
| Q2 2021 | share | Decrease | -19.46% | -8.13K shares | -446K | $73.57 | 33.67K |
| Q1 2021 | share | Increase | 0.00% | 41.81K shares | 2.95M | $68.81 | 41.81K |
| Q1 2019 | share | Decrease | -100.00% | -3.31K shares | -217K | $67.86 | 0 |
| Q4 2018 | share | Increase | 0.00% | 3.31K shares | 217K | $55.87 | 3.31K |