CWM
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Copia Wealth Management’s RH RH Stock Holding History

Copia Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$31.2K Sell
165
-109
-40% -$20.6K 0.03% 202
2025
Q1 		$64.2K Buy
274
+5
+2% +$1.17K 0.06% 140
2024
Q4 		$106K Buy
+269
New +$106K 0.1% 109