EverSource Wealth Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Buy |
1,685
+1,553
| +1,177% | +$42.8K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $3.6K | Sell |
132
-11
| -8% | -$300 | ﹤0.01% | 2650 |
|
|
2024
Q4 | $4.43K | Buy |
143
+100
| +233% | +$3.1K | ﹤0.01% | 2409 |
|
|
2024
Q3 | $1.3K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2024
Q2 | $1.25K | Buy |
43
+21
| +95% | +$609 | ﹤0.01% | 2688 |
|
|
2024
Q1 | $527 | Buy |
+22
| New | +$527 | ﹤0.01% | 2704 |
|
|
2023
Q4 | – | Sell |
-207
| Closed | -$4.93K | – | 2653 |
|
|
2023
Q3 | $4.93K | Hold |
207
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q2 | $4.92K | Buy |
207
+187
| +935% | +$4.44K | ﹤0.01% | 1740 |
|
|
2023
Q1 | $474 | Sell |
20
-311
| -94% | -$7.37K | ﹤0.01% | 2234 |
|
|
2022
Q4 | $8.59K | Hold |
331
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q3 | $8K | Sell |
331
-837
| -72% | -$20.2K | ﹤0.01% | 1188 |
|
|
2022
Q2 | $31K | Buy |
+1,168
| New | +$31K | 0.01% | 718 |
|
|
2022
Q1 | – | Sell |
-106
| Closed | -$3K | – | 1724 |
|
|
2021
Q4 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 1400 |
|