Bell Investment Advisors’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 | $101K | Buy |
914
+73
| +9% | +$8.03K | 0.02% | 160 |
|
|
2025
Q1 | $77.8K | Buy |
841
+138
| +20% | +$12.8K | 0.01% | 167 |
|
|
2024
Q4 | $61.8K | Buy |
703
+77
| +12% | +$6.77K | 0.01% | 196 |
|
|
2024
Q3 | $58.7K | Buy |
626
+143
| +30% | +$13.4K | 0.01% | 206 |
|
|
2024
Q2 | $46K | Buy |
483
+100
| +26% | +$9.52K | 0.01% | 227 |
|
|
2024
Q1 | $39.9K | Buy |
383
+12
| +3% | +$1.25K | 0.01% | 243 |
|
|
2023
Q4 | $39.4K | Buy |
371
+26
| +8% | +$2.76K | 0.01% | 224 |
|
|
2023
Q3 | $30.7K | Buy |
345
+17
| +5% | +$1.52K | 0.01% | 239 |
|
|
2023
Q2 | $36.3K | Buy |
328
+34
| +12% | +$3.76K | 0.01% | 205 |
|
|
2023
Q1 | $27.2K | Buy |
294
+5
| +2% | +$462 | 0.01% | 246 |
|
|
2022
Q4 | $24K | Buy |
289
+53
| +22% | +$4.41K | 0.01% | 273 |
|
|
2022
Q3 | $16K | Buy |
236
+59
| +33% | +$4K | 0.01% | 296 |
|
|
2022
Q2 | $11K | Buy |
+177
| New | +$11K | ﹤0.01% | 394 |
|
|
2021
Q4 | $8K | Buy |
100
+32
| +47% | +$2.56K | ﹤0.01% | 548 |
|
|
2021
Q3 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 617 |
|