Copeland Capital Management’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Buy |
4,083
+574
| +16% | +$9.22K | ﹤0.01% | 180 |
|
|
2025
Q1 | $57.2K | Buy |
3,509
+1,558
| +80% | +$25.4K | ﹤0.01% | 174 |
|
|
2024
Q4 | $34.7K | Buy |
1,951
+30
| +2% | +$534 | ﹤0.01% | 211 |
|
|
2024
Q3 | $43.4K | Buy |
+1,921
| New | +$43.4K | ﹤0.01% | 195 |
|
|
2024
Q2 | – | Sell |
-1,299
| Closed | -$29.2K | – | 219 |
|
|
2024
Q1 | $29.2K | Buy |
1,299
+16
| +1% | +$360 | ﹤0.01% | 191 |
|
|
2023
Q4 | $30.9K | Sell |
1,283
-284
| -18% | -$6.84K | ﹤0.01% | 175 |
|
|
2023
Q3 | $32.8K | Buy |
1,567
+12
| +0.8% | +$251 | ﹤0.01% | 159 |
|
|
2023
Q2 | $35.8K | Sell |
1,555
-376
| -19% | -$8.66K | ﹤0.01% | 159 |
|
|
2023
Q1 | $41K | Buy |
1,931
+153
| +9% | +$3.25K | ﹤0.01% | 163 |
|
|
2022
Q4 | $34K | Buy |
1,778
+28
| +2% | +$535 | ﹤0.01% | 173 |
|
|
2022
Q3 | $29K | Buy |
+1,750
| New | +$29K | ﹤0.01% | 175 |
|