Wealthspire Advisors (Maryland)’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-617
| Closed | -$17K | – | 728 |
|
|
2019
Q1 | $17K | Buy |
617
+88
| +17% | +$2.43K | ﹤0.01% | 1333 |
|
|
2018
Q4 | $11K | Buy |
529
+54
| +11% | +$1.12K | ﹤0.01% | 1416 |
|
|
2018
Q3 | $14K | Hold |
475
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q2 | $14K | Sell |
475
-142
| -23% | -$4.19K | ﹤0.01% | 1430 |
|
|
2018
Q1 | $16K | Buy |
617
+64
| +12% | +$1.66K | ﹤0.01% | 1366 |
|
|
2017
Q4 | $16K | Buy |
553
+54
| +11% | +$1.56K | ﹤0.01% | 1390 |
|
|
2017
Q3 | $16K | Sell |
499
-7
| -1% | -$224 | ﹤0.01% | 1376 |
|
|
2017
Q2 | $18K | Buy |
506
+90
| +22% | +$3.2K | ﹤0.01% | 1307 |
|
|
2017
Q1 | $14K | Buy |
416
+51
| +14% | +$1.72K | ﹤0.01% | 1195 |
|
|
2016
Q4 | $11K | Buy |
365
+20
| +6% | +$603 | ﹤0.01% | 1190 |
|
|
2016
Q3 | $10K | Hold |
345
| – | – | ﹤0.01% | 1244 |
|
|
2016
Q2 | $10K | Hold |
345
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q1 | $9K | Buy |
345
+302
| +702% | +$7.88K | ﹤0.01% | 1207 |
|
|
2015
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1603 |
|