IFP Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Buy |
562
+505
| +886% | +$13.9K | ﹤0.01% | 2678 |
|
|
2025
Q1 | $1.55K | Hold |
57
| – | – | ﹤0.01% | 3224 |
|
|
2024
Q4 | $1.76K | Buy |
57
+4
| +8% | +$124 | ﹤0.01% | 3146 |
|
|
2024
Q3 | $1.61K | Hold |
53
| – | – | ﹤0.01% | 2976 |
|
|
2024
Q2 | $1.33K | Hold |
53
| – | – | ﹤0.01% | 2917 |
|
|
2024
Q1 | $1.28K | Hold |
53
| – | – | ﹤0.01% | 2798 |
|
|
2023
Q4 | $1.36K | Hold |
53
| – | – | ﹤0.01% | 2764 |
|
|
2023
Q3 | $1.26K | Hold |
53
| – | – | ﹤0.01% | 2949 |
|
|
2023
Q2 | $1.26K | Buy |
+53
| New | +$1.26K | ﹤0.01% | 3018 |
|
|
2023
Q1 | – | Sell |
-68
| Closed | -$2K | – | 3530 |
|
|
2022
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 4123 |
|
|
2022
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 4325 |
|
|
2022
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 4094 |
|
|
2022
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 4094 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3510 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3233 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3152 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3071 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2947 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2831 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2839 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$3K | – | 2929 |
|
|
2019
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2504 |
|
|
2018
Q4 | – | Sell |
-131
| Closed | -$4K | – | 3504 |
|
|
2018
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 3237 |
|
|
2018
Q2 | $4K | Buy |
131
+95
| +264% | +$2.9K | ﹤0.01% | 3289 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 3610 |
|
|
2017
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3610 |
|
|
2017
Q3 | $1K | Sell |
36
-21
| -37% | -$583 | ﹤0.01% | 3835 |
|
|
2017
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 3675 |
|
|
2017
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 3595 |
|
|
2016
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 3594 |
|
|
2016
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 3543 |
|
|
2016
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 3434 |
|
|
2016
Q1 | – | Sell |
-36
| Closed | -$1K | – | 2509 |
|
|
2015
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3470 |
|