CORNERSTONE WEALTH MANAGEMENT, LLC – W. P. Carey Inc. Transaction History
CORNERSTONE WEALTH MANAGEMENT, LLC portfolio value:
$1.07M
portfolio value
CORNERSTONE WEALTH MANAGEMENT, 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 | +8.26% | 1.17K shares | -103K | $69.8 | 15.34K |
| Q2 2022 | share | Decrease | -1.12% | -160 shares | 15K | $82.86 | 14.17K |
| Q1 2022 | share | Decrease | -0.13% | -18 shares | -19K | $80.84 | 14.33K |
| Q4 2021 | share | Decrease | -5.12% | -774 shares | 73K | $81.99 | 14.35K |
| Q3 2021 | share | Increase | +18.35% | 2.34K shares | 151K | $73.04 | 15.12K |
| Q2 2021 | share | Increase | +18.72% | 2.01K shares | 192K | $73.57 | 12.78K |
| Q1 2021 | share | Increase | +38.90% | 3.01K shares | 215K | $68.81 | 10.76K |
| Q4 2020 | share | Increase | +27.53% | 1.67K shares | 151K | $67.63 | 7.75K |
| Q3 2020 | share | Increase | +24.45% | 1.19K shares | 66K | $61.51 | 6.07K |
| Q2 2020 | share | Increase | 0.00% | 4.88K shares | 330K | $62.86 | 4.88K |
| Q1 2020 | share | Decrease | -100.00% | -3.14K shares | -252K | $53.14 | 0 |
| Q4 2019 | share | Increase | +2.57% | 79 shares | -23K | $71.97 | 3.14K |
| Q3 2019 | share | Decrease | -18.46% | -695 shares | -30K | $79.43 | 3.07K |
| Q2 2019 | share | Decrease | -10.31% | -433 shares | 304.46K | $71.23 | 3.76K |
| Q1 2019 | share | Increase | +8.48% | 328 shares | -253.46K | $67.86 | 4.19K |
| Q4 2018 | share | Decrease | -92.55% | -48.05K shares | -506K | $55.87 | 3.87K |
| Q3 2018 | share | Decrease | -20.53% | -13.41K shares | -235K | $54.14 | 51.92K |
| Q2 2018 | share | Increase | 0.00% | 65.33K shares | 995K | $54.98 | 65.33K |