Sigma Planning Corp’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,620
| Closed | -$249K | – | 1216 |
|
|
2024
Q2 | $249K | Buy |
+2,620
| New | +$249K | 0.01% | 998 |
|
|
2023
Q4 | – | Sell |
-4,267
| Closed | -$380K | – | 900 |
|
|
2023
Q3 | $380K | Buy |
4,267
+1,160
| +37% | +$103K | 0.01% | 833 |
|
|
2023
Q2 | $344K | Hold |
3,107
| – | – | 0.01% | 881 |
|
|
2023
Q1 | $287K | Buy |
+3,107
| New | +$287K | 0.01% | 1021 |
|