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EP Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

EP Wealth Advisors’s Portfolio CDP Stock Details CDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$262K Buy
9,492
+227
+2% +$6.26K ﹤0.01% 1099
2025
Q1 		$253K Buy
9,265
+1,844
+25% +$50.3K ﹤0.01% 1012
2024
Q4 		$230K Buy
+7,421
New +$230K ﹤0.01% 1001