J.P. Morgan Private Wealth Advisors’s Copa Holdings CPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23.3M | Buy |
261,319
+254,345
| +3,647% | +$22.7M | 0.07% | 252 |
|
|
2023
Q2 | $771K | Sell |
6,974
-1,091
| -14% | -$121K | ﹤0.01% | 860 |
|
|
2023
Q1 | $745K | Sell |
8,065
-130
| -2% | -$12K | ﹤0.01% | 1311 |
|
|
2022
Q4 | $682K | Buy |
+8,195
| New | +$682K | ﹤0.01% | 1330 |
|
|
2015
Q3 | – | Sell |
-5,731
| Closed | -$473K | – | 1072 |
|
|
2015
Q2 | $473K | Buy |
5,731
+2,016
| +54% | +$166K | 0.01% | 695 |
|
|
2015
Q1 | $375K | Sell |
3,715
-23
| -0.6% | -$2.32K | ﹤0.01% | 810 |
|
|
2014
Q4 | $387K | Sell |
3,738
-588
| -14% | -$60.9K | ﹤0.01% | 800 |
|
|
2014
Q3 | $464K | Sell |
4,326
-393
| -8% | -$42.2K | 0.01% | 712 |
|
|
2014
Q2 | $673K | Buy |
4,719
+184
| +4% | +$26.2K | 0.01% | 491 |
|
|
2014
Q1 | $658K | Buy |
4,535
+2,043
| +82% | +$296K | 0.01% | 491 |
|
|
2013
Q4 | $399K | Buy |
2,492
+641
| +35% | +$103K | 0.01% | 489 |
|
|
2013
Q3 | $257K | Buy |
+1,851
| New | +$257K | 0.01% | 539 |
|