Spire Wealth Management’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$11.9K | – | 2376 |
|
|
2023
Q3 | $11.9K | Hold |
500
| – | – | ﹤0.01% | 1678 |
|
|
2023
Q2 | $11.9K | Hold |
500
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q1 | $11.9K | Buy |
+500
| New | +$11.9K | ﹤0.01% | 1784 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$13K | – | 2227 |
|
|
2022
Q2 | $13K | Sell |
500
-500
| -50% | -$13K | ﹤0.01% | 1821 |
|
|
2022
Q1 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 1647 |
|
|
2021
Q4 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q3 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 1722 |
|