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Financial Synergies Wealth Advisors’s Copa Holdings CPA Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$775 – 505
2023
Q2 		$775 Buy
+7
New +$775 ﹤0.01% 410