TRUE Private Wealth Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-960
| Closed | -$25K | – | 303 |
|
|
2020
Q4 | $25K | Hold |
960
| – | – | ﹤0.01% | 419 |
|
|
2020
Q3 | $23K | Hold |
960
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $24K | Hold |
960
| – | – | ﹤0.01% | 396 |
|
|
2020
Q1 | $21K | Hold |
960
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $28K | Buy |
+960
| New | +$28K | ﹤0.01% | 436 |
|
|
2019
Q3 | – | Sell |
-960
| Closed | -$25K | – | 294 |
|
|
2019
Q2 | $25K | Buy |
+960
| New | +$25K | ﹤0.01% | 427 |
|