Wp Carey shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in Wp Carey
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Quarterly reported holdings in Wp Carey by GoalVest Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $12k | 222 | 54.48 |
2024-09-30 | $36k | 571 | 62.30 |
2024-06-30 | $183k | 3.3k | 55.05 |
2024-03-31 | $182k | 3.2k | 56.44 |
2023-12-31 | $41k | 632 | 64.81 |
2023-09-30 | $677k | 13k | 54.08 |
2023-06-30 | $873k | 13k | 67.56 |
2023-03-31 | $1.2M | 16k | 77.45 |
2022-12-31 | $1.1M | 14k | 78.15 |
2022-09-30 | $889k | 13k | 69.81 |
2022-06-30 | $716k | 8.7k | 82.10 |