Glassman Wealth Services’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-77
| Closed | -$2K | – | 1943 |
|
|
2022
Q3 | $2K | Sell |
77
-20
| -21% | -$519 | ﹤0.01% | 1196 |
|
|
2022
Q2 | $3K | Hold |
97
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q1 | $3K | Buy |
97
+20
| +26% | +$619 | ﹤0.01% | 1109 |
|
|
2021
Q4 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 1175 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | – | – | 1173 |
|
|
2019
Q4 | $0 | Buy |
15
+12
| +400% | – | ﹤0.01% | 1208 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1082 |
|