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Jeppson Wealth Management’s COPT Defense Properties CDP Stock Holding History

Jeppson Wealth Management’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-250
Closed -$6K – 182
2020
Q3 		$6K Buy
+250
New +$6.24K ﹤0.01% 436

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Jeppson Wealth Management's CDP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of COPT Defense Properties (CDP) in Q4 2020, closing a stake of 250 shares — an estimated $6K sold.

Jeppson Wealth Management first reported a position in CDP in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 248 funds tracked by Wall St. Rank hold CDP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining COPT Defense Properties position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 250 COPT Defense Properties shares in Q4 2020, an estimated $6K.
  • Jeppson Wealth Management first reported a position in COPT Defense Properties in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's COPT Defense Properties position peaked at $6K in Q3 2020.
  • 248 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.