CWP
Concord Wealth Partners’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-142
| Closed | -$3.38K | – | 849 |
|
|
2023
Q3 | $3.38K | Hold |
142
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $3.37K | Buy |
+142
| New | +$3.37K | ﹤0.01% | 786 |
|
|
2023
Q1 | – | Sell |
-142
| Closed | -$3.68K | – | 1028 |
|
|
2022
Q4 | $3.68K | Buy |
+142
| New | +$3.68K | ﹤0.01% | 826 |
|
|
2022
Q3 | – | Sell |
-142
| Closed | -$4K | – | 309 |
|
|
2022
Q2 | $4K | Buy |
+142
| New | +$4K | ﹤0.01% | 857 |
|