Wealthspire Advisors (Maryland)’s Copa Holdings CPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-106
| Closed | -$9K | – | 791 |
|
|
2019
Q1 | $9K | Buy |
106
+13
| +14% | +$1.1K | ﹤0.01% | 1569 |
|
|
2018
Q4 | $7K | Buy |
93
+31
| +50% | +$2.33K | ﹤0.01% | 1592 |
|
|
2018
Q3 | $5K | Buy |
62
+3
| +5% | +$242 | ﹤0.01% | 1777 |
|
|
2018
Q2 | $6K | Sell |
59
-6
| -9% | -$610 | ﹤0.01% | 1705 |
|
|
2018
Q1 | $8K | Sell |
65
-316
| -83% | -$38.9K | ﹤0.01% | 1640 |
|
|
2017
Q4 | $51K | Sell |
381
-120
| -24% | -$16.1K | 0.01% | 996 |
|
|
2017
Q3 | $62K | Buy |
501
+451
| +902% | +$55.8K | 0.01% | 887 |
|
|
2017
Q2 | $6K | Buy |
50
+45
| +900% | +$5.4K | ﹤0.01% | 1701 |
|
|
2017
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1781 |
|