PHYSICIAN WEALTH ADVISORS, INC. – W. P. Carey Inc. Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$587,000
portfolio value
PHYSICIAN WEALTH ADVISORS, 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 | +65.12% | 3.14K shares | 164K | $69.8 | 7.97K |
| Q2 2022 | share | 0.00% | 0 shares | 38K | $82.86 | 4.83K | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $80.84 | 4.83K | |
| Q4 2021 | share | 0.00% | 0 shares | 18K | $81.99 | 4.83K | |
| Q3 2021 | share | 0.00% | 0 shares | -8K | $73.04 | 4.83K | |
| Q2 2021 | share | Increase | +2.11% | 100 shares | 39K | $73.57 | 4.83K |
| Q1 2021 | share | 0.00% | 0 shares | 20K | $68.81 | 4.73K | |
| Q4 2020 | share | 0.00% | 0 shares | 19K | $67.63 | 4.73K | |
| Q3 2020 | share | 0.00% | 0 shares | -44K | $61.51 | 4.73K | |
| Q2 2020 | share | Increase | +4.41% | 200 shares | 78K | $62.86 | 4.73K |
| Q1 2020 | share | Increase | +4.86% | 210 shares | -92K | $53.14 | 4.53K |
| Q4 2019 | share | Decrease | -9.24% | -440 shares | -37K | $71.97 | 4.32K |
| Q3 2019 | share | Increase | 0.00% | 4.76K shares | 397K | $79.43 | 4.76K |