AWA
Aaron Wealth Advisors’s Copa Holdings CPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+2,120
| New | +$233K | 0.02% | 427 |
|
|
2024
Q3 | – | Sell |
-2,239
| Closed | -$213K | – | 428 |
|
|
2024
Q2 | $213K | Sell |
2,239
-244
| -10% | -$23.2K | 0.03% | 305 |
|
|
2024
Q1 | $259K | Sell |
2,483
-105
| -4% | -$10.9K | 0.04% | 240 |
|
|
2023
Q4 | $275K | Sell |
2,588
-90
| -3% | -$9.57K | 0.05% | 199 |
|
|
2023
Q3 | $239K | Sell |
2,678
-1,083
| -29% | -$96.5K | 0.03% | 223 |
|
|
2023
Q2 | $416K | Buy |
3,761
+1,131
| +43% | +$125K | 0.05% | 174 |
|
|
2023
Q1 | $243K | Buy |
2,630
+146
| +6% | +$13.5K | 0.03% | 221 |
|
|
2022
Q4 | $207K | Buy |
+2,484
| New | +$207K | 0.03% | 233 |
|
|
2022
Q2 | – | Sell |
-71,930
| Closed | -$860K | – | 329 |
|
|
2022
Q1 | $860K | Buy |
+71,930
| New | +$860K | 0.01% | 379 |
|