CWM
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Copia Wealth Management’s Zillow Z Stock Holding History

Copia Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.05K Hold
15
– – ﹤0.01% 417
2025
Q1 		$1.03K Hold
15
– – ﹤0.01% 400
2024
Q4 		$1.11K Buy
+15
New +$1.11K ﹤0.01% 376