CONCORD WEALTH PARTNERS – W. P. Carey Inc. Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$597,000
portfolio value
CONCORD WEALTH PARTNERS 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 | -111K | $69.8 | 8.54K | |
| Q2 2022 | share | Decrease | -0.28% | -24 shares | 15K | $82.86 | 8.54K |
| Q1 2022 | share | Decrease | -2.70% | -238 shares | -30K | $80.84 | 8.57K |
| Q4 2021 | share | Increase | +79.10% | 3.89K shares | 364K | $81.99 | 8.81K |
| Q3 2021 | share | Decrease | -44.21% | -3.89K shares | -299K | $73.04 | 4.91K |
| Q2 2021 | share | Decrease | -6.55% | -618 shares | -10K | $73.57 | 8.81K |
| Q1 2021 | share | Decrease | -55.49% | -11.76K shares | -828K | $68.81 | 9.43K |
| Q4 2020 | share | Increase | 0.00% | 21.19K shares | 1.49M | $67.63 | 21.19K |