TCI Wealth Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-297
| Closed | -$7.04K | – | 548 |
|
|
2023
Q1 | $7.04K | Hold |
297
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q4 | $7.7K | Buy |
+297
| New | +$7.7K | ﹤0.01% | 1248 |
|
|
2022
Q3 | – | Sell |
-218
| Closed | -$6K | – | 2278 |
|
|
2022
Q2 | $6K | Hold |
218
| – | – | ﹤0.01% | 1329 |
|
|
2022
Q1 | $6K | Buy |
+218
| New | +$6K | ﹤0.01% | 1396 |
|
|
2021
Q4 | – | Sell |
-206
| Closed | -$6K | – | 2317 |
|
|
2021
Q3 | $6K | Buy |
206
+30
| +17% | +$874 | ﹤0.01% | 1416 |
|
|
2021
Q2 | $5K | Hold |
176
| – | – | ﹤0.01% | 1393 |
|
|
2021
Q1 | $5K | Buy |
+176
| New | +$5K | ﹤0.01% | 1210 |
|