Heritage Wealth Management (Arizona)’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 | $6.8K | Buy |
262
+131
| +100% | +$3.4K | ﹤0.01% | 832 |
|
|
2022
Q3 | $3K | Hold |
131
| – | – | ﹤0.01% | 811 |
|
|
2022
Q2 | $3.43K | Hold |
131
| – | – | ﹤0.01% | 821 |
|
|
2022
Q1 | $4K | Buy |
+131
| New | +$4K | ﹤0.01% | 814 |
|
|
2021
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 748 |
|
|
2021
Q2 | $4K | Hold |
131
| – | – | ﹤0.01% | 764 |
|
|
2021
Q1 | $3K | Buy |
+131
| New | +$3K | ﹤0.01% | 678 |
|