Geneos Wealth Management’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Sell |
448
-52
| -10% | -$1.43K | ﹤0.01% | 2238 |
|
|
2025
Q1 | $36.8K | Buy |
500
+152
| +44% | +$11.2K | ﹤0.01% | 2065 |
|
|
2024
Q4 | $10.8K | Buy |
348
+12
| +4% | +$371 | ﹤0.01% | 2024 |
|
|
2024
Q3 | $10.2K | Buy |
+336
| New | +$10.2K | ﹤0.01% | 1837 |
|
|
2024
Q2 | – | Sell |
-35
| Closed | -$846 | – | 2076 |
|
|
2024
Q1 | $846 | Buy |
+35
| New | +$846 | ﹤0.01% | 2060 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$4K | – | 3126 |
|
|
2020
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2524 |
|