SOA WEALTH ADVISORS, LLC. – W. P. Carey Inc. Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$6.33M
portfolio value
SOA 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 | +73.82% | 38.53K shares | 2.00M | $69.8 | 90.73K |
| Q2 2022 | share | Decrease | -0.09% | -47 shares | 102K | $82.86 | 52.20K |
| Q1 2022 | share | Decrease | -0.45% | -238 shares | -80K | $80.84 | 52.24K |
| Q4 2021 | share | Decrease | -0.08% | -42 shares | 467K | $81.99 | 52.48K |
| Q3 2021 | share | Increase | +0.72% | 378 shares | -55K | $73.04 | 52.52K |
| Q2 2021 | share | Decrease | -9.12% | -5.23K shares | -169K | $73.57 | 52.15K |
| Q1 2021 | share | Decrease | -2.19% | -1.28K shares | 19K | $68.81 | 57.38K |
| Q4 2020 | share | Increase | 0.00% | 58.66K shares | 4.04M | $67.63 | 58.66K |