Heritage Wealth Advisors’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 | $44.1K | Hold |
1,600
| – | – | ﹤0.01% | 310 |
|
|
2025
Q1 | $43.6K | Hold |
1,600
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $49.5K | Hold |
1,600
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $48.5K | Hold |
1,600
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $40K | Hold |
1,600
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $38.7K | Hold |
1,600
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $38.1K | Hold |
1,600
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $38K | Hold |
1,600
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $37.9K | Hold |
1,600
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $41.5K | Hold |
1,600
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $37.2K | Hold |
1,600
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $42K | Hold |
1,600
| – | – | ﹤0.01% | 342 |
|
|
2022
Q1 | $46K | Hold |
1,600
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $45K | Hold |
1,600
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $43.2K | Sell |
1,600
-15
| -0.9% | -$405 | ﹤0.01% | 330 |
|
|
2021
Q2 | $45.2K | Buy |
1,615
+10
| +0.6% | +$280 | ﹤0.01% | 334 |
|
|
2021
Q1 | $42.3K | Buy |
1,605
+5
| +0.3% | +$132 | ﹤0.01% | 347 |
|
|
2020
Q4 | $42K | Hold |
1,600
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $38K | Buy |
+1,600
| New | +$38K | ﹤0.01% | 292 |
|