Wealth Enhancement Advisory Services’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
2025
Q2
$575K Buy
2025
Q1
$478K Buy
2024
Q4
$423K Buy
2024
Q3
$389K Sell
2024
Q2
$394K Buy
2024
Q1
$322K Buy
2023
Q4
$332K Buy
2023
Q3
$265K Buy