Number of Shares
57,085.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
2.4%
Total Estimate Gain
$-195,201.20
% of Total Estimate Gain
-5.01%

Creegan & Nassoura Financial Group, LLC's W.P. Carey Inc Holding Summary

As of 2025-03-31, Creegan & Nassoura Financial Group, LLC held 57,085.00 shares of W.P. Carey Inc(WPC), totaling $3.60 Mil. This investment constitutes 2.4% of their stock portfolio, and Creegan & Nassoura Financial Group, LLC now holds 0.03% of the outstanding W.P. Carey Inc(WPC) stock.

The initial trade took place in 2021Q1. And since then Creegan & Nassoura Financial Group, LLC has made 3 purchases of WPC, at an average price of $65.04, for a total of 59,870.00 shares. In addition, there have been 8 sales at an average price of $63.58 for 2,785.00 shares. Based on historical transaction data and WPC's current price of $61.69, Creegan & Nassoura Financial Group, LLC's estimated gain on his WPC holdings is $-195,201.20, reflecting a -5.01% gain to date.

Creegan & Nassoura Financial Group, LLC WPC ($61.69) Holding Chart

Creegan & Nassoura Financial Group, LLC WPC ($61.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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