Clearstead Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
4,386
+193
| +5% | +$5.32K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $114K | Hold |
4,193
| – | – | ﹤0.01% | 957 |
|
|
2024
Q4 | $130K | Sell |
4,193
-1,596
| -28% | -$49.4K | ﹤0.01% | 956 |
|
|
2024
Q3 | $176K | Hold |
5,789
| – | – | ﹤0.01% | 896 |
|
|
2024
Q2 | $145K | Buy |
+5,789
| New | +$145K | ﹤0.01% | 915 |
|