Bell Investment Advisors’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86K | Sell |
176
-17
| -9% | -$469 | ﹤0.01% | 988 |
|
|
2025
Q1 | $5.26K | Buy |
193
+17
| +10% | +$464 | ﹤0.01% | 883 |
|
|
2024
Q4 | $5.45K | Hold |
176
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $5.34K | Sell |
176
-22
| -11% | -$667 | ﹤0.01% | 898 |
|
|
2024
Q2 | $4.96K | Buy |
198
+36
| +22% | +$901 | ﹤0.01% | 924 |
|
|
2024
Q1 | $3.92K | Sell |
162
-66
| -29% | -$1.6K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $5.84K | Buy |
228
+2
| +0.9% | +$51 | ﹤0.01% | 796 |
|
|
2023
Q3 | $5.39K | Buy |
226
+65
| +40% | +$1.55K | ﹤0.01% | 767 |
|
|
2023
Q2 | $3.82K | Buy |
161
+122
| +313% | +$2.9K | ﹤0.01% | 956 |
|
|
2023
Q1 | $925 | Sell |
39
-21
| -35% | -$498 | ﹤0.01% | 1605 |
|
|
2022
Q4 | $1.56K | Sell |
60
-20
| -25% | -$519 | ﹤0.01% | 1417 |
|
|
2022
Q3 | $2K | Buy |
80
+21
| +36% | +$525 | ﹤0.01% | 1065 |
|
|
2022
Q2 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1375 |
|
|
2021
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1303 |
|