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Total Wealth Planning & Management, Inc. → CPA
Total Wealth Planning & Management, Inc. CPA Position History
Copa Holdings, S.A. • Transportation & Utilities
Quarters held
4
Latest value
$566K
Q3 2026
Peak value
$782K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $494K |
| Q1 2026 | $446K |
| Q2 2026 | $782K |
| Q3 2026 | $566K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $566K | 4.3K | — | — |
| Q2 2026 | $782K | 5.0K | — | — |
| Q1 2026 | $446K | 3.9K | — | — |
| Q4 2025 | $494K | 4.1K | — | — |
Other funds holding CPA
$146.8M
$125.8M
$121.1M
$120.2M
$106.6M
$69.3M