Allworth Financial’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $6.41K | Buy |
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|
2024
Q4 | $3.67K | Buy |
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|
2024
Q3 | $2.25K | Buy |
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|
2024
Q2 | $1.63K | Hold |
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|
2024
Q1 | $1.48K | Hold |
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|
2023
Q4 | $1.56K | Sell |
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|
2023
Q3 | $3.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.8K | Hold |
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|
2022
Q4 | $1.97K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Buy |
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