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
2026 Q1	$74.2K	Buy	2,424 +339	+16%	+$10.5K	﹤0.01%	1614
2025 Q4	$58K	Buy	2,085 +187	+10%	+$5.39K	﹤0.01%	1647
2025 Q3	$55.2K	Buy	1,898 +213	+13%	+$6.12K	﹤0.01%	1634
2025 Q2	$46.5K	Buy	1,685 +1,553	+1,177%	+$42.1K	﹤0.01%	1670
2025 Q1	$3.6K	Sell	132 -11	-8%	-$310	﹤0.01%	2652
2024 Q4	$4.43K	Buy	143 +100	+233%	+$3.18K	﹤0.01%	2409
2024 Q3	$1.3K	Hold	43	–	–	﹤0.01%	2658
2024 Q2	$1.25K	Buy	43 +21	+95%	+$505	﹤0.01%	2688
2024 Q1	$527	Buy	+22	New	+$535	﹤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%	+$4.36K	﹤0.01%	1741
2023 Q1	$474	Sell	20 -311	-94%	-$8K	﹤0.01%	2235
2022 Q4	$8.59K	Hold	331	–	–	﹤0.01%	1388
2022 Q3	$8K	Sell	331 -837	-72%	-$21.9K	﹤0.01%	1188
2022 Q2	$31K	Buy	+1,168	New	+$31.5K	0.01%	718
2022 Q1	–	Sell	-106	Closed	-$3K	–	1724
2021 Q4	$3K	Buy	+106	New	+$2.92K	﹤0.01%	1400