Whitaker-Myers Wealth Managers’s Copa Holdings CPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,944
Closed -$207K 99
2023
Q4
$207K Buy
+1,944
New +$207K 0.1% 82
2023
Q3
Sell
-2,068
Closed -$229K 78
2023
Q2
$229K Buy
+2,068
New +$229K 0.15% 68