EverSource Wealth Advisors’s Copa Holdings CPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
1,775
+526
| +42% | +$57.8K | 0.01% | 868 |
|
|
2025
Q1 | $115K | Buy |
1,249
+258
| +26% | +$23.8K | 0.01% | 856 |
|
|
2024
Q4 | $87.1K | Buy |
991
+591
| +148% | +$52K | ﹤0.01% | 951 |
|
|
2024
Q3 | $37.6K | Buy |
400
+138
| +53% | +$13K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $23.3K | Buy |
262
+127
| +94% | +$11.3K | ﹤0.01% | 1430 |
|
|
2024
Q1 | $12.9K | Buy |
135
+42
| +45% | +$4.02K | ﹤0.01% | 1572 |
|
|
2023
Q4 | $9.9K | Sell |
93
-36
| -28% | -$3.83K | ﹤0.01% | 1564 |
|
|
2023
Q3 | $11.5K | Buy |
129
+8
| +7% | +$712 | ﹤0.01% | 1367 |
|
|
2023
Q2 | $13.4K | Buy |
121
+14
| +13% | +$1.55K | ﹤0.01% | 1315 |
|
|
2023
Q1 | $9.88K | Buy |
107
+101
| +1,683% | +$9.33K | ﹤0.01% | 1365 |
|
|
2022
Q4 | $499 | Buy |
+6
| New | +$499 | ﹤0.01% | 2210 |
|
|
2022
Q1 | – | Sell |
-124
| Closed | -$10K | – | 1730 |
|
|
2021
Q4 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 954 |
|