Rothschild Investment LLC’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 | $5.93K | Buy |
215
+60
| +39% | +$1.66K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $4.23K | Buy |
155
+10
| +7% | +$273 | ﹤0.01% | 1521 |
|
|
2024
Q4 | $4.49K | Buy |
145
+30
| +26% | +$929 | ﹤0.01% | 1391 |
|
|
2024
Q3 | $3.49K | Buy |
115
+60
| +109% | +$1.82K | ﹤0.01% | 1437 |
|
|
2024
Q2 | $1.38K | Buy |
55
+45
| +450% | +$1.13K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $242 | Buy |
+10
| New | +$242 | ﹤0.01% | 1665 |
|
|
2020
Q2 | – | Sell |
-11,006
| Closed | -$244K | – | 432 |
|
|
2020
Q1 | $244K | Hold |
11,006
| – | – | 0.03% | 341 |
|
|
2019
Q4 | $323K | Buy |
+11,006
| New | +$323K | 0.03% | 350 |
|