B. Riley Wealth Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,682
| Closed | -$628K | – | 1531 |
|
|
2023
Q2 | $628K | Buy |
+5,682
| New | +$628K | 0.01% | 753 |
|
|
2015
Q1 | – | Sell |
-132
| Closed | -$14 | – | 834 |
|
|
2014
Q4 | $14 | Buy |
+132
| New | +$14 | ﹤0.01% | 2694 |
|
|
2014
Q3 | – | Sell |
-72
| Closed | -$10.3K | – | 875 |
|
|
2014
Q2 | $10.3K | Buy |
+72
| New | +$10.3K | ﹤0.01% | 1774 |
|