EverSource Wealth Advisors’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
Q2 | $46.5K | Buy |
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|
2025
Q1 | $3.6K | Sell |
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|
2024
Q4 | $4.43K | Buy |
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|
2024
Q3 | $1.3K | Hold |
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|
2024
Q2 | $1.25K | Buy |
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|
2024
Q1 | $527 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.93K | Hold |
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|
2023
Q2 | $4.92K | Buy |
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|
2023
Q1 | $474 | Sell |
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|
2022
Q4 | $8.59K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Buy |
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