Gradient Investments’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15
| Closed | -$2K | – | 1112 |
|
|
2019
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 927 |
|
|
2019
Q3 | $1K | Sell |
15
-17,129
| -100% | -$1.14M | ﹤0.01% | 980 |
|
|
2019
Q2 | $1.67M | Buy |
17,144
+4,375
| +34% | +$427K | 0.09% | 137 |
|
|
2019
Q1 | $1.03M | Sell |
12,769
-8,778
| -41% | -$707K | 0.07% | 135 |
|
|
2018
Q4 | $1.7M | Sell |
21,547
-2,407
| -10% | -$189K | 0.1% | 119 |
|
|
2018
Q3 | $1.91M | Buy |
+23,954
| New | +$1.91M | 0.1% | 125 |
|