Gradient Investments’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-26
| Closed | -$1K | – | 1059 |
|
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 971 |
|
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 993 |
|
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 975 |
|
|
2019
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 780 |
|
|
2018
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 851 |
|
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 886 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 880 |
|
|
2017
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 870 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$1K | – | 297 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 716 |
|
|
2017
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 702 |
|
|
2016
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 660 |
|
|
2016
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 636 |
|
|
2016
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 641 |
|
|
2016
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 651 |
|
|
2015
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 616 |
|
|
2015
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 529 |
|
|
2015
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 555 |
|
|
2015
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 570 |
|
|
2014
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 510 |
|
|
2014
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 433 |
|
|
2014
Q2 | $1K | Sell |
26
-760
| -97% | -$29.2K | ﹤0.01% | 451 |
|
|
2014
Q1 | $21K | Sell |
786
-6
| -0.8% | -$160 | ﹤0.01% | 279 |
|
|
2013
Q4 | $19K | Sell |
792
-56,839
| -99% | -$1.36M | 0.01% | 305 |
|
|
2013
Q3 | $1.33M | Buy |
57,631
+15,143
| +36% | +$350K | 0.42% | 80 |
|
|
2013
Q2 | $1.08M | Buy |
+42,488
| New | +$1.08M | 0.41% | 80 |
|