Blue Bell Private 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 |
-52
| Closed | -$4.95K | – | 696 |
|
|
2024
Q2 | $4.95K | Hold |
52
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $5.42K | Buy |
52
+2
| +4% | +$208 | ﹤0.01% | 570 |
|
|
2023
Q4 | $5.32K | Hold |
50
| – | – | ﹤0.01% | 562 |
|
|
2023
Q3 | $4.46K | Hold |
50
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $5.53K | Hold |
50
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $4.62K | Hold |
50
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $4.16K | Hold |
50
| – | – | ﹤0.01% | 485 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 580 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 435 |
|