Wp Carey shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in Wp Carey
Tip: Access up to 7 years of quarterly data
All positions including Wp Carey held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wp Carey by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 222 | 67.57 |
| 2025-06-30 | $14k | 222 | 62.38 |
| 2025-03-31 | $14k | 222 | 63.11 |
| 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 |