TRUE Private 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-80
| Closed | -$6K | – | 323 |
|
2020
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 585 |
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 577 |
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 576 |
|
2020
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 570 |
|
2019
Q4 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 620 |
|
2019
Q3 | – | Sell |
-80
| Closed | -$7K | – | 317 |
|
2019
Q2 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 590 |
|
2018
Q4 | – | Sell |
-112
| Closed | -$8.94K | – | 372 |
|
2018
Q3 | $8.94K | Buy |
+112
| New | +$8.94K | ﹤0.01% | 778 |
|