WealthSource Partners’s Copa Holdings CPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,760
| Closed | -$236K | – | 287 |
|
|
2017
Q4 | $236K | Hold |
1,760
| – | – | 0.07% | 254 |
|
|
2017
Q3 | $219K | Sell |
1,760
-20
| -1% | -$2.49K | 0.07% | 259 |
|
|
2017
Q2 | $208K | Sell |
1,780
-470
| -21% | -$54.9K | 0.07% | 262 |
|
|
2017
Q1 | $253K | Buy |
+2,250
| New | +$253K | 0.09% | 217 |
|