WFG Advisors’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $51K | Buy |
1,469
+7
| +0.5% | +$243 | 0.01% | 696 |
|
|
2017
Q1 | $48K | Buy |
1,462
+9
| +0.6% | +$295 | 0.01% | 663 |
|
|
2016
Q4 | $45K | Buy |
1,453
+509
| +54% | +$15.8K | 0.01% | 733 |
|
|
2016
Q3 | $27K | Buy |
944
+9
| +1% | +$257 | 0.01% | 868 |
|
|
2016
Q2 | $28K | Buy |
935
+10
| +1% | +$299 | 0.01% | 838 |
|
|
2016
Q1 | $24K | Buy |
925
+11
| +1% | +$285 | 0.01% | 836 |
|
|
2015
Q4 | $20K | Buy |
914
+11
| +1% | +$241 | 0.01% | 891 |
|
|
2015
Q3 | $19K | Buy |
903
+10
| +1% | +$210 | 0.01% | 898 |
|
|
2015
Q2 | $21K | Buy |
893
+9
| +1% | +$212 | 0.01% | 957 |
|
|
2015
Q1 | $26K | Buy |
884
+8
| +0.9% | +$235 | 0.01% | 911 |
|
|
2014
Q4 | $25K | Buy |
876
+603
| +221% | +$17.2K | 0.01% | 1136 |
|
|
2014
Q3 | $7K | Buy |
273
+2
| +0.7% | +$51 | ﹤0.01% | 1559 |
|
|
2014
Q2 | $8K | Buy |
271
+3
| +1% | +$89 | ﹤0.01% | 1532 |
|
|
2014
Q1 | $7K | Buy |
268
+3
| +1% | +$78 | ﹤0.01% | 1531 |
|
|
2013
Q4 | $6K | Buy |
265
+3
| +1% | +$68 | ﹤0.01% | 1698 |
|
|
2013
Q3 | $6K | Buy |
262
+3
| +1% | +$69 | ﹤0.01% | 1669 |
|
|
2013
Q2 | $7K | Buy |
+259
| New | +$7K | ﹤0.01% | 1560 |
|