Carolina 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,583
| Closed | -$239K | – | 282 |
|
|
2025
Q1 | $239K | Sell |
2,583
-3,825
| -60% | -$354K | 0.13% | 65 |
|
|
2024
Q4 | $563K | Buy |
6,408
+166
| +3% | +$14.6K | 0.3% | 41 |
|
|
2024
Q3 | $586K | Sell |
6,242
-579
| -8% | -$54.3K | 0.3% | 46 |
|
|
2024
Q2 | $649K | Buy |
6,821
+770
| +13% | +$73.3K | 0.32% | 45 |
|
|
2024
Q1 | $630K | Sell |
6,051
-5
| -0.1% | -$521 | 0.34% | 41 |
|
|
2023
Q4 | $644K | Sell |
6,056
-103
| -2% | -$11K | 0.33% | 42 |
|
|
2023
Q3 | $549K | Buy |
+6,159
| New | +$549K | 0.31% | 50 |
|