CLEARVIEW WEALTH ADVISORS LLC – W. P. Carey Inc. Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$426,000
portfolio value
CLEARVIEW WEALTH ADVISORS 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 | Increase | +3.39% | 200 shares | -63K | $69.8 | 6.1K |
| Q2 2022 | share | Increase | +4.15% | 235 shares | 31K | $82.86 | 5.9K |
| Q1 2022 | share | Increase | +9.30% | 482 shares | 33K | $80.84 | 5.66K |
| Q4 2021 | share | Increase | +6.19% | 302 shares | 68K | $81.99 | 5.18K |
| Q3 2021 | share | Increase | +4.43% | 207 shares | 8K | $73.04 | 4.88K |
| Q2 2021 | share | Decrease | -0.15% | -7 shares | 18K | $73.57 | 4.67K |
| Q1 2021 | share | Decrease | -0.83% | -39 shares | -2K | $68.81 | 4.68K |
| Q4 2020 | share | Increase | 0.00% | 4.72K shares | 333K | $67.63 | 4.72K |