Corient Private Wealth’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	$262K	Buy	+2,379	New	+$262K	﹤0.01%	2159
2023 Q4	–	Sell	-16,736	Closed	-$1.49M	–	2263
2023 Q3	$1.49M	Sell	16,736 -162	-1%	-$14.4K	﹤0.01%	1033
2023 Q2	$1.87M	Buy	+16,898	New	+$1.87M	﹤0.01%	922