Steward Partners Investment Advisory’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 | $3.17K | Hold |
115
| – | – | ﹤0.01% | 3615 |
|
|
2025
Q1 | $3.14K | Hold |
115
| – | – | ﹤0.01% | 3529 |
|
|
2024
Q4 | $3.56K | Sell |
115
-24
| -17% | -$743 | ﹤0.01% | 3478 |
|
|
2024
Q3 | $4.22K | Buy |
139
+38
| +38% | +$1.15K | ﹤0.01% | 3244 |
|
|
2024
Q2 | $2.53K | Buy |
+101
| New | +$2.53K | ﹤0.01% | 3238 |
|
|
2021
Q2 | – | Sell |
-136
| Closed | -$3.58K | – | 7133 |
|
|
2021
Q1 | $3.58K | Buy |
+136
| New | +$3.58K | ﹤0.01% | 3091 |
|
|
2018
Q4 | – | Sell |
-42
| Closed | -$1K | – | 965 |
|
|
2018
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2474 |
|