Venturi Wealth Management’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$1.41K | – | 827 |
|
|
2024
Q4 | $1.41K | Sell |
16
-20
| -56% | -$1.76K | ﹤0.01% | 1887 |
|
|
2024
Q3 | $3.38K | Sell |
36
-110
| -75% | -$10.3K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $13.9K | Buy |
146
+35
| +32% | +$3.33K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $11.6K | Sell |
111
-17
| -13% | -$1.77K | ﹤0.01% | 894 |
|
|
2023
Q4 | $13.6K | Buy |
128
+39
| +44% | +$4.15K | ﹤0.01% | 802 |
|
|
2023
Q3 | $7.93K | Buy |
+89
| New | +$7.93K | ﹤0.01% | 856 |
|