Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s COPT Defense Properties CDP Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$584K Sell
18,614
-2,166
-10% -$67.4K ﹤0.01% 2191
2025
Q4 		$588K Buy
20,780
+513
+3% +$14.8K ﹤0.01% 2355
2025
Q3 		$579K Buy
20,267
+2
+0% +$57 ﹤0.01% 2249
2025
Q2 		$575K Buy
20,265
+2,748
+16% +$74.4K ﹤0.01% 2126
2025
Q1 		$478K Buy
17,517
+3,866
+28% +$109K ﹤0.01% 2102
2024
Q4 		$423K Buy
13,651
+813
+6% +$25.8K ﹤0.01% 2111
2024
Q3 		$389K Sell
12,838
-2,904
-18% -$82.7K ﹤0.01% 1995
2024
Q2 		$394K Buy
15,742
+2,421
+18% +$58.2K ﹤0.01% 1797
2024
Q1 		$322K Buy
13,321
+352
+3% +$8.57K ﹤0.01% 1874
2023
Q4 		$332K Buy
12,969
+1,854
+17% +$44.9K ﹤0.01% 1750
2023
Q3 		$265K Buy
+11,115
New +$281K ﹤0.01% 1815

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