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Measured Wealth Private Client Group’s Copa Holdings CPA Stock Holding History

Measured Wealth Private Client Group’s Portfolio CPA Stock Details CPA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,549
Closed -$673K – 182
2023
Q3 		$673K Buy
7,549
+938
+14% +$83.6K 0.27% 60
2023
Q2 		$731K Buy
6,611
+3,584
+118% +$396K 0.28% 46
2023
Q1 		$280K Buy
+3,027
New +$280K 0.11% 143