JWM
Jacobus Wealth Management’s Copa Holdings CPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,287
| Closed | -$183K | – | 311 |
|
|
2014
Q2 | $183K | Buy |
1,287
+165
| +15% | +$23.5K | 0.05% | 222 |
|
|
2014
Q1 | $163K | Sell |
1,122
-300
| -21% | -$43.6K | 0.04% | 241 |
|
|
2013
Q4 | $228K | Buy |
1,422
+402
| +39% | +$64.5K | 0.07% | 196 |
|
|
2013
Q3 | $141K | Buy |
+1,020
| New | +$141K | 0.05% | 207 |
|