Corient Private Wealth’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $495K | Sell |
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|
2025
Q2 | $556K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $581K | Hold |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $724K | Buy |
|