SRS CAPITAL ADVISORS, INC. – W. P. Carey Inc. Transaction History
SRS CAPITAL ADVISORS, INC. portfolio value:
$1.16M
portfolio value
SRS CAPITAL ADVISORS, INC. 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 | Increase | +4.38% | 699 shares | -160K | $69.8 | 16.65K |
| Q2 2022 | share | Increase | +0.43% | 68 shares | 38K | $82.86 | 15.95K |
| Q1 2022 | share | Increase | +42.79% | 4.76K shares | 371K | $80.84 | 15.88K |
| Q4 2021 | share | Increase | +1.22% | 134 shares | 110K | $81.99 | 11.12K |
| Q3 2021 | share | Decrease | -19.42% | -2.64K shares | -215K | $73.04 | 10.99K |
| Q2 2021 | share | Increase | +20.65% | 2.33K shares | 220K | $73.57 | 13.64K |
| Q4 2020 | share | Increase | +6.36% | 676 shares | 105K | $67.63 | 11.30K |
| Q3 2020 | share | Decrease | -15.83% | -1.99K shares | -161K | $61.51 | 10.63K |
| Q2 2020 | share | Decrease | -36.02% | -7.10K shares | -292K | $62.86 | 12.62K |
| Q1 2020 | share | Increase | +94.42% | 9.58K shares | 333K | $53.14 | 19.73K |
| Q4 2019 | share | Increase | +0.02% | 2 shares | -95K | $71.97 | 10.15K |
| Q3 2019 | share | Increase | +65.09% | 4.00K shares | 409K | $79.43 | 10.15K |
| Q2 2019 | share | Decrease | -56.77% | -8.07K shares | -430K | $71.23 | 6.14K |
| Q4 2018 | share | Increase | +6.60% | 880 shares | 71K | $55.87 | 14.22K |
| Q3 2018 | share | Increase | 0.00% | 13.34K shares | 858K | $54.14 | 13.34K |