Cerity Partners’s Copel ELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
13,402
-424
| -3% | -$3.87K | ﹤0.01% | 2448 |
|
|
2025
Q1 | $101K | Buy |
+13,826
| New | +$101K | ﹤0.01% | 2315 |
|
|
2024
Q4 | – | Sell |
-11,899
| Closed | -$88.5K | – | 2474 |
|
|
2024
Q3 | $88.5K | Buy |
+11,899
| New | +$88.5K | ﹤0.01% | 2435 |
|
|
2024
Q2 | – | Sell |
-18,095
| Closed | -$140K | – | 2283 |
|
|
2024
Q1 | $140K | Sell |
18,095
-2,975
| -14% | -$23K | ﹤0.01% | 2167 |
|
|
2023
Q4 | $179K | Sell |
21,070
-5,238
| -20% | -$44.4K | ﹤0.01% | 1734 |
|
|
2023
Q3 | $185K | Sell |
26,308
-1,427
| -5% | -$10K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $191K | Buy |
27,735
+9,096
| +49% | +$62.7K | ﹤0.01% | 1497 |
|
|
2023
Q1 | $100K | Sell |
18,639
-2,541
| -12% | -$13.7K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $122K | Sell |
21,180
-568
| -3% | -$3.27K | ﹤0.01% | 1393 |
|
|
2022
Q3 | $103K | Buy |
+21,748
| New | +$103K | ﹤0.01% | 1109 |
|
|
2017
Q2 | – | Sell |
-53,585
| Closed | -$221K | – | 368 |
|
|
2017
Q1 | $221K | Buy |
+53,585
| New | +$221K | 0.02% | 400 |
|