Stratos Wealth Partners’s COPT Defense Properties CDP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-350
Closed -$10K 1051
2018
Q3
$10K Buy
+350
New +$10.5K ﹤0.01% 2180
2018
Q2
Sell
-350
Closed -$9K 1204
2018
Q1
$9K Hold
350
﹤0.01% 2359
2017
Q4
$10K Buy
+350
New +$11K ﹤0.01% 2151

Other funds holding CDP

Stratos Wealth Partners's CDP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of COPT Defense Properties (CDP) in Q4 2018, closing a stake of 350 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in CDP in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 256 funds tracked by Wall St. Rank hold CDP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining COPT Defense Properties position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 350 COPT Defense Properties shares in Q4 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in COPT Defense Properties in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's COPT Defense Properties position peaked at $10K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.