True Wealth Design’s COPT Defense Properties CDP Stock Holding History

True Wealth Design’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
2025 Q3	$1.21K	Buy
2025 Q2	$497	Buy
2025 Q1	$382	Sell
2024 Q4	$3.93K	Hold
2024 Q3	$3.85K	Buy