Rise Advisors’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.2K | Buy |
516
+6
| +1% | +$165 | 0.01% | 769 |
|
2025
Q1 | $13.9K | Sell |
510
-180
| -26% | -$4.91K | 0.01% | 758 |
|
2024
Q4 | $21.4K | Buy |
690
+6
| +0.9% | +$186 | 0.01% | 613 |
|
2024
Q3 | $20.7K | Buy |
684
+7
| +1% | +$212 | 0.01% | 660 |
|
2024
Q2 | $16.9K | Buy |
677
+9
| +1% | +$225 | 0.01% | 745 |
|
2024
Q1 | $16.1K | Buy |
+668
| New | +$16.1K | 0.01% | 811 |
|