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Spire Wealth Management’s COPT Defense Properties CDP Stock Holding History

Spire Wealth Management’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
2026
Q1 		$1.18K Buy
+39
New +$1.21K ﹤0.01% 2123
2023
Q4 		– Sell
-500
Closed -$11.9K – 2377
2023
Q3 		$11.9K Hold
500
– – ﹤0.01% 1678
2023
Q2 		$11.9K Hold
500
– – ﹤0.01% 1755
2023
Q1 		$11.9K Buy
+500
New +$12.9K ﹤0.01% 1784
2022
Q3 		– Sell
-500
Closed -$13K – 2228
2022
Q2 		$13K Sell
500
-500
-50% -$13.5K ﹤0.01% 1822
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 +$28.5K ﹤0.01% 1722

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