Avior 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
Q3 | – | Sell |
-152
| Closed | -$14.5K | – | 2331 |
|
|
2024
Q2 | $14.5K | Buy |
152
+100
| +192% | +$9.52K | ﹤0.01% | 1415 |
|
|
2024
Q1 | $5.42K | Hold |
52
| – | – | ﹤0.01% | 2056 |
|
|
2023
Q4 | $5.53K | Hold |
52
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q3 | $4.63K | Hold |
52
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q2 | $5.75K | Hold |
52
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q1 | $4.8K | Buy |
+52
| New | +$4.8K | ﹤0.01% | 1213 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$8K | – | 463 |
|
|
2016
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 346 |
|
|
2016
Q1 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 341 |
|