First National Bank of Mount Dora’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Hold |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $648K | Hold |
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|
2024
Q2 | $573K | Hold |
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|
2024
Q1 | $587K | Hold |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $703K | Hold |
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|
2023
Q1 | $805K | Hold |
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|
2022
Q4 | $813K | Hold |
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|
2022
Q3 | $726K | Hold |
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|
2022
Q2 | $862K | Hold |
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|
2022
Q1 | $841K | Hold |
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|
2021
Q4 | $853K | Hold |
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|
2021
Q3 | $760K | Hold |
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|
2021
Q2 | $776K | Hold |
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|
2021
Q1 | $736K | Buy |
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|
2020
Q4 | $579K | Hold |
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|
2020
Q3 | $534K | Hold |
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|
2020
Q2 | $555K | Hold |
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|
2020
Q1 | $476K | Buy |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $510K | Hold |
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|
2019
Q2 | $463K | Hold |
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|
2019
Q1 | $447K | Hold |
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|
2018
Q4 | $373K | Buy |
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|
2018
Q3 | $360K | Hold |
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|
2018
Q2 | $372K | Hold |
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|
2018
Q1 | $347K | Hold |
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|
2017
Q4 | $386K | Buy |
|