Retirement Planning Company of New England’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	$241K	Sell	2,189 -864	-28%	-$95K	0.11%	209
2025 Q1	$282K	Buy	3,053 +309	+11%	+$28.6K	0.14%	176
2024 Q4	$241K	Buy	+2,744	New	+$241K	0.12%	199