Carson Advisory’s Copa Holdings CPA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,744	Closed	-$351K	–	162
2024 Q3	$351K	Buy	3,744 +48	+1%	+$4.5K	0.22%	115
2024 Q2	$352K	Buy	3,696 +308	+9%	+$29.3K	0.25%	102
2024 Q1	$353K	Buy	+3,388	New	+$353K	0.25%	103