Jones Financial Companies’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
398
+37
| +10% | +$1.03K | ﹤0.01% | 2835 |
|
|
2025
Q1 | $9.85K | Sell |
361
-195
| -35% | -$5.32K | ﹤0.01% | 2710 |
|
|
2024
Q4 | $17.2K | Buy |
556
+359
| +182% | +$11.1K | ﹤0.01% | 2316 |
|
|
2024
Q3 | $6.02K | Buy |
+197
| New | +$6.02K | ﹤0.01% | 2397 |
|
|
2024
Q1 | – | Sell |
-77
| Closed | -$1.97K | – | 1378 |
|
|
2023
Q4 | $1.97K | Buy |
77
+49
| +175% | +$1.26K | ﹤0.01% | 909 |
|
|
2023
Q3 | $667 | Buy |
+28
| New | +$667 | ﹤0.01% | 656 |
|
|
2013
Q3 | – | Sell |
-1,445
| Closed | -$37K | – | 728 |
|
|
2013
Q2 | $37K | Buy |
+1,445
| New | +$37K | ﹤0.01% | 353 |
|