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Whipplewood Advisors’s Copa Holdings CPA Stock Holding History

Whipplewood Advisors’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.65K Sell
15
-63
-81% -$6.93K ﹤0.01% 915
2025
Q1 		$1.39K Buy
78
+63
+420% +$1.12K ﹤0.01% 957
2024
Q4 		$1.32K Buy
+15
New +$1.32K ﹤0.01% 958