Wealth Enhancement Advisory Services’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
20,265
+2,748
| +16% | +$78K | ﹤0.01% | 2112 |
|
|
2025
Q1 | $478K | Buy |
17,517
+3,866
| +28% | +$105K | ﹤0.01% | 2090 |
|
|
2024
Q4 | $423K | Buy |
13,651
+813
| +6% | +$25.2K | ﹤0.01% | 2093 |
|
|
2024
Q3 | $389K | Sell |
12,838
-2,904
| -18% | -$88.1K | ﹤0.01% | 1978 |
|
|
2024
Q2 | $394K | Buy |
15,742
+2,421
| +18% | +$60.6K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $322K | Buy |
13,321
+352
| +3% | +$8.51K | ﹤0.01% | 1874 |
|
|
2023
Q4 | $332K | Buy |
12,969
+1,854
| +17% | +$47.5K | ﹤0.01% | 1747 |
|
|
2023
Q3 | $265K | Buy |
+11,115
| New | +$265K | ﹤0.01% | 1809 |
|