Dixon Hubard Feinour & Brown’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,250
| Closed | -$289K | – | 174 |
|
|
2018
Q1 | $289K | Hold |
2,250
| – | – | 0.08% | 146 |
|
|
2017
Q4 | $302K | Buy |
2,250
+350
| +18% | +$47K | 0.08% | 148 |
|
|
2017
Q3 | $237K | Hold |
1,900
| – | – | 0.07% | 160 |
|
|
2017
Q2 | $222K | Hold |
1,900
| – | – | 0.06% | 163 |
|
|
2017
Q1 | $213K | Buy |
+1,900
| New | +$213K | 0.06% | 161 |
|
|
2014
Q1 | – | Sell |
-4,705
| Closed | -$753K | – | 185 |
|
|
2013
Q4 | $753K | Sell |
4,705
-275
| -6% | -$44K | 0.28% | 84 |
|
|
2013
Q3 | $691K | Buy |
4,980
+210
| +4% | +$29.1K | 0.29% | 79 |
|
|
2013
Q2 | $625K | Buy |
+4,770
| New | +$625K | 0.28% | 76 |
|