KEUDELL/MORRISON WEALTH MANAGEMENT – W. P. Carey Inc. Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$328,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +5.65% | 251 shares | -40K | $69.8 | 4.69K |
| Q2 2022 | share | Decrease | -38.92% | -2.83K shares | -221K | $82.86 | 4.44K |
| Q1 2022 | share | Increase | +110.90% | 3.82K shares | 306K | $80.84 | 7.27K |
| Q4 2021 | share | Increase | +10.51% | 328 shares | 55K | $81.99 | 3.45K |
| Q3 2021 | share | Increase | +5.15% | 153 shares | 6K | $73.04 | 3.12K |
| Q2 2021 | share | Increase | +3.45% | 99 shares | 19K | $73.57 | 2.96K |
| Q1 2021 | share | Increase | 0.00% | 2.87K shares | 203K | $68.81 | 2.87K |