EverSource Wealth Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | $87.1K | Buy |
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|
2024
Q3 | $37.6K | Buy |
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|
2024
Q2 | $23.3K | Buy |
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|
2024
Q1 | $12.9K | Buy |
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|
2023
Q4 | $9.9K | Sell |
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|
2023
Q3 | $11.5K | Buy |
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|
2023
Q2 | $13.4K | Buy |
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|
2023
Q1 | $9.88K | Buy |
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|
2022
Q4 | $499 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
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