DOUGHERTY WEALTH ADVISERS LLC – W. P. Carey Inc. Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$28,000
portfolio value
DOUGHERTY WEALTH ADVISERS 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 | 0.00% | 0 shares | -5K | $69.8 | 400 | |
| Q2 2022 | share | 0.00% | 0 shares | 1K | $82.86 | 400 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $80.84 | 400 | |
| Q4 2021 | share | 0.00% | 0 shares | 4K | $81.99 | 400 | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $73.04 | 400 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $73.57 | 400 | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $68.81 | 400 | |
| Q4 2020 | share | 0.00% | 0 shares | 2K | $67.63 | 400 | |
| Q3 2020 | share | 0.00% | 0 shares | -1K | $61.51 | 400 | |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $62.86 | 400 | |
| Q1 2020 | share | 0.00% | 0 shares | -9K | $53.14 | 400 | |
| Q4 2019 | share | 0.00% | 0 shares | -4K | $71.97 | 400 | |
| Q3 2019 | share | Increase | 0.00% | 400 shares | 36K | $79.43 | 400 |
| Q2 2019 | share | Decrease | -100.00% | -400 shares | -31K | $71.23 | 0 |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $67.86 | 400 | |
| Q4 2018 | share | Increase | 0.00% | 400 shares | 30K | $55.87 | 400 |