ARETE WEALTH ADVISORS, LLC – W. P. Carey Inc. Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
$1.06M
portfolio value
ARETE 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 | Increase | +264.02% | 11.02K shares | 715K | $69.8 | 15.20K |
| Q2 2022 | share | Decrease | -81.08% | -17.90K shares | -1.43M | $82.86 | 4.17K |
| Q1 2022 | share | Increase | +3.08% | 659 shares | 34K | $80.84 | 22.08K |
| Q4 2021 | share | Increase | +6.34% | 1.27K shares | 259K | $81.99 | 21.42K |
| Q3 2021 | share | Increase | +8.06% | 1.50K shares | 89K | $73.04 | 20.14K |
| Q2 2021 | share | Increase | +184.47% | 12.09K shares | 937K | $73.57 | 18.64K |
| Q1 2021 | share | Increase | +27.39% | 1.40K shares | 112K | $68.81 | 6.55K |
| Q4 2020 | share | Decrease | -17.12% | -1.06K shares | -64K | $67.63 | 5.14K |
| Q3 2020 | share | Increase | +10.74% | 602 shares | 39K | $61.51 | 6.20K |
| Q2 2020 | share | Increase | 0.00% | 5.60K shares | 379K | $62.86 | 5.60K |
| Q1 2020 | share | Decrease | -100.00% | -4.70K shares | -372K | $53.14 | 0 |
| Q4 2019 | share | Decrease | -10.00% | -523 shares | -83K | $71.97 | 4.70K |
| Q3 2019 | share | Decrease | -4.74% | -260 shares | 9K | $79.43 | 5.23K |
| Q2 2019 | share | Decrease | -2.09% | -117 shares | 8K | $71.23 | 5.49K |
| Q1 2019 | share | Increase | +0.05% | 3 shares | 72K | $67.86 | 5.60K |
| Q4 2018 | share | Increase | +7.23% | 378 shares | 30K | $55.87 | 5.60K |
| Q3 2018 | share | Increase | +6.37% | 313 shares | 10K | $54.14 | 5.22K |
| Q2 2018 | share | Increase | +42.48% | 1.46K shares | 112K | $54.98 | 4.91K |
| Q1 2018 | share | Increase | +11.58% | 358 shares | 1K | $50.59 | 3.44K |
| Q4 2017 | share | Decrease | -3.35% | -107 shares | -3K | $55.32 | 3.09K |
| Q3 2017 | share | Increase | 0.00% | 3.19K shares | 216K | $52.58 | 3.19K |