IHT Wealth Management’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-400
| Closed | -$53K | – | 1699 |
|
2017
Q4 | $53K | Sell |
400
-73
| -15% | -$9.67K | 0.01% | 679 |
|
2017
Q3 | $60K | Hold |
473
| – | – | 0.03% | 472 |
|
2017
Q2 | $494 | Sell |
473
-110
| -19% | -$115 | 0.24% | 102 |
|
2017
Q1 | $66K | Buy |
583
+200
| +52% | +$22.6K | 0.04% | 362 |
|
2016
Q4 | $35K | Buy |
+383
| New | +$35K | 0.03% | 469 |
|