Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-617	Closed	-$17K	–	721
2019 Q1	$17K	Buy	617 +88	+17%	+$2.22K	﹤0.01%	1333
2018 Q4	$11K	Buy	529 +54	+11%	+$1.37K	﹤0.01%	1417
2018 Q3	$14K	Hold	475	–	–	﹤0.01%	1419
2018 Q2	$14K	Sell	475 -142	-23%	-$3.89K	﹤0.01%	1432
2018 Q1	$16K	Buy	617 +64	+12%	+$1.7K	﹤0.01%	1366
2017 Q4	$16K	Buy	553 +54	+11%	+$1.69K	﹤0.01%	1390
2017 Q3	$16K	Sell	499 -7	-1%	-$234	﹤0.01%	1376
2017 Q2	$18K	Buy	506 +90	+22%	+$3.06K	﹤0.01%	1307
2017 Q1	$14K	Buy	416 +51	+14%	+$1.66K	﹤0.01%	1195
2016 Q4	$11K	Buy	365 +20	+6%	+$568	﹤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%	+$7K	﹤0.01%	1207
2015 Q4	$1K	Buy	+43	New	+$954	﹤0.01%	1603