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Lifetime Wealth Management P.C. → CPA
Lifetime Wealth Management P.C. CPA Position History
Copa Holdings, S.A. • Transportation & Utilities
Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q1 2026 | $4M |
| Q2 2026 | $4.3M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 18.1K | — | — |
| Q2 2026 | $4.3M | 27.3K | — | — |
| Q1 2026 | $4M | 35.0K | — | — |
| Q4 2025 | $4.3M | 35.8K | — | — |
Other funds holding CPA
$146.8M
$125.8M
$121.1M
$120.2M
$106.6M
$69.3M