Harvest Group Wealth Management’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-61
| Closed | -$2K | – | 140 |
|
|
2020
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 359 |
|
|
2020
Q1 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 361 |
|
|
2019
Q4 | – | Sell |
-54
| Closed | -$2K | – | 972 |
|
|
2019
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 655 |
|