TCI Wealth Advisors’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-58
| Closed | -$5.36K | – | 644 |
|
|
2023
Q1 | $5.36K | Hold |
58
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q4 | $4.82K | Buy |
58
+1
| +2% | +$83 | ﹤0.01% | 1548 |
|
|
2022
Q3 | $4K | Buy |
57
+1
| +2% | +$70 | ﹤0.01% | 1581 |
|
|
2022
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 1599 |
|
|
2022
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 1546 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 920 |
|
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 912 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 866 |
|
|
2020
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 835 |
|
|
2019
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 799 |
|
|
2019
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 748 |
|
|
2019
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 754 |
|
|
2019
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 770 |
|
|
2018
Q4 | $4K | Sell |
56
-2
| -3% | -$143 | ﹤0.01% | 800 |
|
|
2018
Q3 | $5K | Sell |
58
-4
| -6% | -$345 | ﹤0.01% | 769 |
|
|
2018
Q2 | $6K | Buy |
62
+6
| +11% | +$581 | ﹤0.01% | 730 |
|
|
2018
Q1 | $7K | Hold |
56
| – | – | ﹤0.01% | 671 |
|
|
2017
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 671 |
|
|
2017
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 661 |
|
|
2017
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 658 |
|
|
2017
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 676 |
|
|
2016
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 762 |
|
|
2016
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 720 |
|
|
2016
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 827 |
|
|
2016
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 759 |
|