Stratos Wealth Partners’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,160
| Closed | -$230K | – | 1394 |
|
|
2023
Q4 | $230K | Sell |
2,160
-2,832
| -57% | -$301K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $445K | Sell |
4,992
-1,092
| -18% | -$97.3K | 0.01% | 862 |
|
|
2023
Q2 | $673K | Buy |
6,084
+3,562
| +141% | +$394K | 0.02% | 664 |
|
|
2023
Q1 | $233K | Buy |
+2,522
| New | +$233K | 0.01% | 976 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$13K | – | 1266 |
|
|
2018
Q1 | $13K | Sell |
100
-117
| -54% | -$15.2K | ﹤0.01% | 2189 |
|
|
2017
Q4 | $29K | Buy |
+217
| New | +$29K | ﹤0.01% | 1769 |
|