Allworth Financial’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132 | Hold |
1
| – | – | ﹤0.01% | 4361 |
|
|
2025
Q1 | $109 | Buy |
+1
| New | +$109 | ﹤0.01% | 3943 |
|
|
2024
Q3 | – | Sell |
-56
| Closed | -$5.14K | – | 3762 |
|
|
2024
Q2 | $5.14K | Sell |
56
-2
| -3% | -$184 | ﹤0.01% | 2510 |
|
|
2024
Q1 | $6.05K | Buy |
58
+2
| +4% | +$208 | ﹤0.01% | 2332 |
|
|
2023
Q4 | $5.95K | Buy |
56
+31
| +124% | +$3.3K | ﹤0.01% | 2200 |
|
|
2023
Q3 | $2.23K | Buy |
+25
| New | +$2.23K | ﹤0.01% | 2493 |
|