CWM
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Copia Wealth Management’s Visa V Stock Holding History

Copia Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.2K Hold
40
– – 0.01% 264
2025
Q1 		$14K Hold
40
– – 0.01% 247
2024
Q4 		$12.6K Buy
+40
New +$12.6K 0.01% 239