JFS Wealth Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.69K | Buy |
43
+1
| +2% | +$130 | ﹤0.01% | 1168 |
|
|
2026
Q1 | $4.77K | Buy |
42
+3
| +8% | +$394 | ﹤0.01% | 1210 |
|
|
2025
Q4 | $4.7K | Buy |
39
+10
| +34% | +$1.22K | ﹤0.01% | 1259 |
|
|
2025
Q3 | $3.45K | Hold |
29
| – | – | ﹤0.01% | 1262 |
|
|
2025
Q2 | $3.19K | Buy |
29
+4
| +16% | +$395 | ﹤0.01% | 1253 |
|
|
2025
Q1 | $2.31K | Buy |
25
+4
| +19% | +$371 | ﹤0.01% | 1417 |
|
|
2024
Q4 | $1.85K | Sell |
21
-4
| -16% | -$379 | ﹤0.01% | 1513 |
|
|
2024
Q3 | $2.35K | Buy |
25
+5
| +25% | +$452 | ﹤0.01% | 1414 |
|
|
2024
Q2 | $1.9K | Hold |
20
| – | – | ﹤0.01% | 1451 |
|
|
2024
Q1 | $2.08K | Hold |
20
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q4 | $2.13K | Sell |
20
-2
| -9% | -$183 | ﹤0.01% | 1401 |
|
|
2023
Q3 | $1.96K | Hold |
22
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q2 | $2.43K | Hold |
22
| – | – | ﹤0.01% | 1309 |
|
|
2023
Q1 | $2.03K | Buy |
22
+1
| +5% | +$91 | ﹤0.01% | 1359 |
|
|
2022
Q4 | $1.75K | Buy |
21
+3
| +17% | +$236 | ﹤0.01% | 1423 |
|
|
2022
Q3 | $1K | Buy |
18
+16
| +800% | +$1.11K | ﹤0.01% | 1517 |
|
|
2022
Q2 | $0 | Sell |
2
-13
| -87% | -$917 | ﹤0.01% | 1780 |
|
|
2022
Q1 | $1K | Sell |
15
-206
| -93% | -$16.9K | ﹤0.01% | 1608 |
|
|
2021
Q4 | $18K | Buy |
221
+7
| +3% | +$549 | ﹤0.01% | 584 |
|
|
2021
Q3 | $17K | Hold |
214
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $16K | Hold |
214
| – | – | ﹤0.01% | 393 |
|
|
2021
Q1 | $17K | Sell |
214
-83
| -28% | -$6.9K | ﹤0.01% | 356 |
|
|
2020
Q4 | $23K | Hold |
297
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $15K | Hold |
297
| – | – | ﹤0.01% | 346 |
|
|
2020
Q2 | $15K | Buy |
297
+56
| +23% | +$2.58K | ﹤0.01% | 333 |
|
|
2020
Q1 | $11K | Buy |
241
+114
| +90% | +$9.75K | ﹤0.01% | 341 |
|
|
2019
Q4 | $14K | Hold |
127
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $13K | Sell |
127
-34
| -21% | -$3.43K | ﹤0.01% | 345 |
|
|
2019
Q2 | $16K | Hold |
161
| – | – | ﹤0.01% | 322 |
|
|
2019
Q1 | $13K | Hold |
161
| – | – | ﹤0.01% | 336 |
|
|
2018
Q4 | $13K | Buy |
+161
| New | +$12.6K | ﹤0.01% | 323 |
|
|
2017
Q2 | – | Sell |
-125
| Closed | -$11K | – | 417 |
|
|
2017
Q1 | $11K | Hold |
125
| – | – | ﹤0.01% | 346 |
|
|
2016
Q4 | $11K | Sell |
125
-105
| -46% | -$9.52K | ﹤0.01% | 346 |
|
|
2016
Q3 | $20K | Hold |
230
| – | – | 0.01% | 321 |
|
|
2016
Q2 | $12K | Hold |
230
| – | – | ﹤0.01% | 369 |
|
|
2016
Q1 | $16K | Hold |
230
| – | – | ﹤0.01% | 343 |
|
|
2015
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 386 |
|
|
2015
Q3 | $10K | Hold |
230
| – | – | ﹤0.01% | 341 |
|
|
2015
Q2 | $19K | Buy |
230
+80
| +53% | +$7.63K | 0.01% | 281 |
|
|
2015
Q1 | $15K | Hold |
150
| – | – | 0.01% | 311 |
|
|
2014
Q4 | $16K | Buy |
150
+40
| +36% | +$4.25K | ﹤0.01% | 311 |
|
|
2014
Q3 | $12K | Buy |
+110
| New | +$14.7K | ﹤0.01% | 318 |
|
Other funds holding CPA
AAMU
QCIG
RWA
CIM
FFN
VCM
TFA
EWP