Carson Wealth (CWM LLC)’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 | $5K | Hold |
49
| – | – | ﹤0.01% | 4587 |
|
|
2025
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 4424 |
|
|
2024
Q4 | $4K | Sell |
49
-1
| -2% | -$82 | ﹤0.01% | 4281 |
|
|
2024
Q3 | $5K | Buy |
50
+1
| +2% | +$100 | ﹤0.01% | 4076 |
|
|
2024
Q2 | $5K | Sell |
49
-32
| -40% | -$3.27K | ﹤0.01% | 3847 |
|
|
2024
Q1 | $8K | Buy |
81
+32
| +65% | +$3.16K | ﹤0.01% | 3441 |
|
|
2023
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 3487 |
|
|
2023
Q3 | $4K | Sell |
49
-16
| -25% | -$1.31K | ﹤0.01% | 3536 |
|
|
2023
Q2 | $7K | Buy |
65
+30
| +86% | +$3.23K | ﹤0.01% | 3260 |
|
|
2023
Q1 | $3K | Sell |
35
-137
| -80% | -$11.7K | ﹤0.01% | 3471 |
|
|
2022
Q4 | $14K | Buy |
172
+100
| +139% | +$8.14K | ﹤0.01% | 2597 |
|
|
2022
Q3 | $5K | Buy |
72
+37
| +106% | +$2.57K | ﹤0.01% | 3045 |
|
|
2022
Q2 | $2K | Sell |
35
-11
| -24% | -$629 | ﹤0.01% | 3303 |
|
|
2022
Q1 | $4K | Buy |
46
+11
| +31% | +$957 | ﹤0.01% | 2897 |
|
|
2021
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2943 |
|
|
2021
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2021
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2020
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2020
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2019
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2019
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2485 |
|
|
2019
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2485 |
|