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Sowell Financial Services’s COPT Defense Properties CDP Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-8
Closed – – 881
2021
Q1 		$0 Sell
8
-3
-27% -$79 ﹤0.01% 3119
2020
Q4 		$0 Sell
11
-3
-21% -$76 ﹤0.01% 2703
2020
Q3 		$0 Sell
14
-1
-7% -$25 ﹤0.01% 2536
2020
Q2 		$0 Buy
+15
New +$374 ﹤0.01% 2475

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Sowell Financial Services's CDP Position: Q2 2021 in Review

Sowell Financial Services sold out of COPT Defense Properties (CDP) in Q2 2021, closing a stake of 8 shares.

Sowell Financial Services first reported a position in CDP in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 245 funds tracked by Wall St. Rank hold CDP as of Q2 2021.

  • Sowell Financial Services reported no remaining COPT Defense Properties position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 COPT Defense Properties shares in Q2 2021.
  • Sowell Financial Services first reported a position in COPT Defense Properties in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's COPT Defense Properties position peaked at $0 in Q1 2021.
  • 245 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.