Beverly Hills Private Wealth’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 | $211K | Sell |
7,662
-665
| -8% | -$18.3K | 0.04% | 318 |
|
|
2025
Q1 | $227K | Buy |
8,327
+250
| +3% | +$6.82K | 0.04% | 317 |
|
|
2024
Q4 | $250K | Sell |
8,077
-953
| -11% | -$29.5K | 0.05% | 293 |
|
|
2024
Q3 | $274K | Sell |
9,030
-2,069
| -19% | -$62.8K | 0.06% | 283 |
|
|
2024
Q2 | $278K | Sell |
11,099
-867
| -7% | -$21.7K | 0.06% | 284 |
|
|
2024
Q1 | $289K | Sell |
11,966
-242
| -2% | -$5.85K | 0.07% | 287 |
|
|
2023
Q4 | $313K | Sell |
12,208
-2,008
| -14% | -$51.5K | 0.08% | 246 |
|
|
2023
Q3 | $339K | Sell |
14,216
-14,203
| -50% | -$338K | 0.1% | 212 |
|
|
2023
Q2 | $739K | Buy |
28,419
+14,525
| +105% | +$378K | 0.12% | 184 |
|
|
2023
Q1 | $329K | Buy |
13,894
+2,471
| +22% | +$58.6K | 0.1% | 209 |
|
|
2022
Q4 | $296K | Buy |
+11,423
| New | +$296K | 0.13% | 181 |
|