Apollon Wealth Management’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,869
| Closed | -$457K | – | 1214 |
|
|
2024
Q3 | $457K | Buy |
+4,869
| New | +$457K | 0.01% | 755 |
|
|
2024
Q2 | – | Sell |
-3,132
| Closed | -$326K | – | 1110 |
|
|
2024
Q1 | $326K | Sell |
3,132
-1,364
| -30% | -$142K | 0.01% | 836 |
|
|
2023
Q4 | $478K | Sell |
4,496
-266
| -6% | -$28.3K | 0.02% | 672 |
|
|
2023
Q3 | $424K | Buy |
+4,762
| New | +$424K | 0.02% | 589 |
|
|
2022
Q4 | – | Sell |
-8,079
| Closed | -$541K | – | 863 |
|
|
2022
Q3 | $541K | Sell |
8,079
-9,300
| -54% | -$623K | 0.04% | 424 |
|
|
2022
Q2 | $1.1M | Buy |
+17,379
| New | +$1.1M | 0.09% | 236 |
|