Carson Wealth (CWM LLC)’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.9K | Sell |
131
-128
| -49% | -$16.8K | ﹤0.01% | 4595 |
|
|
2025
Q4 | $31K | Buy |
259
+10
| +4% | +$1.22K | ﹤0.01% | 3926 |
|
|
2025
Q3 | $30K | Buy |
249
+200
| +408% | +$22.9K | ﹤0.01% | 3879 |
|
|
2025
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 4592 |
|
|
2025
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 4432 |
|
|
2024
Q4 | $4K | Sell |
49
-1
| -2% | -$95 | ﹤0.01% | 4283 |
|
|
2024
Q3 | $5K | Buy |
50
+1
| +2% | +$90 | ﹤0.01% | 4078 |
|
|
2024
Q2 | $5K | Sell |
49
-32
| -40% | -$3.19K | ﹤0.01% | 3849 |
|
|
2024
Q1 | $8K | Buy |
81
+32
| +65% | +$3.18K | ﹤0.01% | 3443 |
|
|
2023
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 3490 |
|
|
2023
Q3 | $4K | Sell |
49
-16
| -25% | -$1.66K | ﹤0.01% | 3539 |
|
|
2023
Q2 | $7K | Buy |
65
+30
| +86% | +$3.01K | ﹤0.01% | 3264 |
|
|
2023
Q1 | $3K | Sell |
35
-137
| -80% | -$12.4K | ﹤0.01% | 3475 |
|
|
2022
Q4 | $14K | Buy |
172
+100
| +139% | +$7.87K | ﹤0.01% | 2599 |
|
|
2022
Q3 | $5K | Buy |
72
+37
| +106% | +$2.58K | ﹤0.01% | 3048 |
|
|
2022
Q2 | $2K | Sell |
35
-11
| -24% | -$776 | ﹤0.01% | 3312 |
|
|
2022
Q1 | $4K | Buy |
46
+11
| +31% | +$905 | ﹤0.01% | 2907 |
|
|
2021
Q4 | $3K | Buy |
+35
| New | +$2.74K | ﹤0.01% | 2954 |
|
|
2021
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2507 |
|
|
2021
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2506 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q1 | $3K | Buy |
+35
| New | +$3.08K | ﹤0.01% | 2505 |
|
Other funds holding CPA
SIM
BIP
AIM