Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $817K | Sell |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $672K | Buy |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $938K | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $890K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $929K | Sell |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $404K | Sell |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $535K | Hold |
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|
2019
Q2 | $485K | Sell |
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|
2019
Q1 | $496K | Sell |
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|
2018
Q4 | $427K | Buy |
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|
2018
Q3 | $390K | Hold |
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|
2018
Q2 | $403K | Sell |
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|
2018
Q1 | $392K | Sell |
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|
2017
Q4 | $487K | Hold |
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|
2017
Q3 | $476K | Hold |
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|
2017
Q2 | $466K | Buy |
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|
2017
Q1 | $420K | Hold |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $421K | Sell |
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|
2016
Q1 | $409K | Hold |
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|
2015
Q4 | $387K | Buy |
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|
2015
Q3 | $351K | Hold |
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|
2015
Q2 | $357K | Sell |
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|
2015
Q1 | $420K | Sell |
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|
2014
Q4 | $447K | Hold |
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|
2014
Q3 | $405K | Buy |
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|
2014
Q2 | $397K | Buy |
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|
2014
Q1 | $264K | Sell |
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|
2013
Q4 | $294K | Hold |
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|
2013
Q3 | $310K | Sell |
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|
2013
Q2 | $335K | Buy |
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