CAPITAL PLANNING ADVISORS, LLC – W. P. Carey Inc. Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$255,000
portfolio value
CAPITAL PLANNING 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 | -3.20% | -121 shares | -58K | $69.8 | 3.65K |
| Q2 2022 | share | Increase | +3.31% | 121 shares | 17K | $82.86 | 3.78K |
| Q1 2022 | share | Decrease | -0.79% | -29 shares | -7K | $80.84 | 3.65K |
| Q4 2021 | share | Increase | +1.63% | 59 shares | 38K | $81.99 | 3.68K |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $73.04 | 3.62K | |
| Q2 2021 | share | Decrease | -28.41% | -1.44K shares | -88K | $73.57 | 3.62K |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $68.81 | 5.06K | |
| Q4 2020 | share | 0.00% | 0 shares | 28K | $67.63 | 5.06K | |
| Q3 2020 | share | Decrease | -3.80% | -200 shares | -26K | $61.51 | 5.06K |
| Q2 2020 | share | 0.00% | 0 shares | 50K | $62.86 | 5.26K | |
| Q1 2020 | share | 0.00% | 0 shares | -116K | $53.14 | 5.26K | |
| Q4 2019 | share | Increase | +3.95% | 200 shares | -32K | $71.97 | 5.26K |
| Q3 2019 | share | 0.00% | 0 shares | 42K | $79.43 | 5.06K | |
| Q2 2019 | share | 0.00% | 0 shares | 15K | $71.23 | 5.06K | |
| Q1 2019 | share | 0.00% | 0 shares | 66K | $67.86 | 5.06K | |
| Q4 2018 | share | Increase | 0.00% | 5.06K shares | 331K | $55.87 | 5.06K |