J.P. Morgan Private Wealth Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,329
| Closed | -$316K | – | 1713 |
|
|
2020
Q3 | $316K | Buy |
13,329
+262
| +2% | +$6.21K | ﹤0.01% | 1341 |
|
|
2020
Q2 | $331K | Buy |
+13,067
| New | +$331K | ﹤0.01% | 1262 |
|
|
2019
Q1 | – | Sell |
-25,466
| Closed | -$536K | – | 1464 |
|
|
2018
Q4 | $536K | Sell |
25,466
-112,722
| -82% | -$2.37M | ﹤0.01% | 941 |
|
|
2018
Q3 | $4.12M | Buy |
138,188
+7,292
| +6% | +$218K | 0.02% | 470 |
|
|
2018
Q2 | $3.8M | Buy |
+130,896
| New | +$3.8M | 0.02% | 458 |
|