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Carolina Wealth Advisors, LLC → CPA
Carolina Wealth Advisors, LLC CPA Position History
Copa Holdings, S.A. • Transportation & Utilities
Quarters held
2
Latest value
$309K
Q3 2026
Peak value
$309K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $219K |
| Q3 2026 | $309K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $309K | 2.3K | — | — |
| Q1 2026 | $219K | 1.9K | — | — |
Other funds holding CPA
$146.8M
$125.8M
$121.1M
$120.2M
$106.6M
$69.3M
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SCHW-PJ
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SCHW-PJ
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LEO
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