Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
125
+12
| +11% | +$288 | ﹤0.01% | 1565 |
|
|
2021
Q2 | $3K | Buy |
113
+66
| +140% | +$1.75K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1612 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | – | – | 1615 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1634 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1471 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1457 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q1 | $0 | Sell |
7
-47
| -87% | – | ﹤0.01% | 1356 |
|
|
2018
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 957 |
|