GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – W. P. Carey Inc. Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$363,000
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, 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 | +27.36% | 1.11K shares | 25K | $69.8 | 5.19K |
| Q2 2022 | share | Increase | +15.18% | 538 shares | 52K | $82.86 | 4.08K |
| Q1 2022 | share | Increase | +17.66% | 532 shares | 39K | $80.84 | 3.54K |
| Q4 2021 | share | Increase | +21.94% | 542 shares | 67K | $81.99 | 3.01K |
| Q3 2021 | share | Increase | +28.78% | 552 shares | 37K | $73.04 | 2.47K |
| Q2 2021 | share | Increase | +7.15% | 128 shares | 16K | $73.57 | 1.91K |
| Q1 2021 | share | Increase | +51.31% | 607 shares | 44K | $68.81 | 1.79K |
| Q4 2020 | share | Increase | +11.29% | 120 shares | 14K | $67.63 | 1.18K |
| Q3 2020 | share | Decrease | -51.48% | -1.12K shares | -79K | $61.51 | 1.06K |
| Q2 2020 | share | Increase | +14.65% | 280 shares | 37K | $62.86 | 2.19K |
| Q1 2020 | share | Increase | +42.29% | 568 shares | 4K | $53.14 | 1.91K |
| Q4 2019 | share | Decrease | -4.62% | -65 shares | -19K | $71.97 | 1.34K |
| Q3 2019 | share | 0.00% | 0 shares | 12K | $79.43 | 1.40K | |
| Q2 2019 | share | Decrease | -6.63% | -100 shares | -4K | $71.23 | 1.40K |
| Q1 2019 | share | 0.00% | 0 shares | 19K | $67.86 | 1.50K | |
| Q4 2018 | share | Increase | 0.00% | 1.50K shares | 99K | $55.87 | 1.50K |