Jones Financial Companies’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7K | Buy |
182
+73
| +67% | +$7.89K | ﹤0.01% | 2597 |
|
|
2025
Q1 | $10.3K | Buy |
109
+20
| +22% | +$1.88K | ﹤0.01% | 2689 |
|
|
2024
Q4 | $7.82K | Buy |
89
+79
| +790% | +$6.94K | ﹤0.01% | 2618 |
|
|
2024
Q3 | $954 | Buy |
+10
| New | +$954 | ﹤0.01% | 2816 |
|
|
2013
Q4 | – | Sell |
-90
| Closed | -$12K | – | 291 |
|
|
2013
Q3 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 492 |
|