PFA
Peak Financial Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,856
| Closed | -$281K | – | 69 |
|
|
2023
Q1 | $281K | Buy |
11,856
+1,241
| +12% | +$29.4K | 0.24% | 43 |
|
|
2022
Q4 | $275K | Sell |
10,615
-430
| -4% | -$11.2K | 0.25% | 48 |
|
|
2022
Q3 | $257K | Sell |
11,045
-2,417
| -18% | -$56.2K | 0.32% | 53 |
|
|
2022
Q2 | $353K | Sell |
13,462
-94
| -0.7% | -$2.47K | 0.35% | 51 |
|
|
2022
Q1 | $387K | Sell |
13,556
-5,525
| -29% | -$158K | 0.33% | 58 |
|
|
2021
Q4 | $534K | Buy |
19,081
+10,203
| +115% | +$286K | 0.41% | 45 |
|
|
2021
Q3 | $240K | Buy |
+8,878
| New | +$240K | 0.21% | 63 |
|