JFS Wealth Advisors’s Copa Holdings CPA Stock Holding History

JFS Wealth Advisors’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.19K	Buy	29 +4	+16%	+$440	﹤0.01%	1253
2025 Q1	$2.31K	Buy	25 +4	+19%	+$370	﹤0.01%	1417
2024 Q4	$1.85K	Sell	21 -4	-16%	-$352	﹤0.01%	1513
2024 Q3	$2.35K	Buy	25 +5	+25%	+$469	﹤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%	-$213	﹤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%	+$92	﹤0.01%	1359
2022 Q4	$1.75K	Buy	21 +3	+17%	+$250	﹤0.01%	1423
2022 Q3	$1K	Buy	18 +16	+800%	+$889	﹤0.01%	1517
2022 Q2	$0	Sell	2 -13	-87%	–	﹤0.01%	1780
2022 Q1	$1K	Sell	15 -206	-93%	-$13.7K	﹤0.01%	1608
2021 Q4	$18K	Buy	221 +7	+3%	+$570	﹤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%	-$6.59K	﹤0.01%	356
2020 Q4	$23K	Hold	297	–	–	﹤0.01%	318
2020 Q3	$15K	Hold	297	–	–	﹤0.01%	346
2020 Q2	$15K	Buy	297 +56	+23%	+$2.83K	﹤0.01%	333
2020 Q1	$11K	Buy	241 +114	+90%	+$5.2K	﹤0.01%	341
2019 Q4	$14K	Hold	127	–	–	﹤0.01%	350
2019 Q3	$13K	Sell	127 -34	-21%	-$3.48K	﹤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	+$13K	﹤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%	-$9.24K	﹤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%	+$6.61K	0.01%	281
2015 Q1	$15K	Hold	150	–	–	0.01%	311
2014 Q4	$16K	Buy	150 +40	+36%	+$4.27K	﹤0.01%	311
2014 Q3	$12K	Buy	+110	New	+$12K	﹤0.01%	318