Copia Wealth Management INVESCO S&P SMALLCAP ENERGY ETF Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025
Number of Shares
645
Previous 1,328 51.43%
Holding current value
$27 Million
Previous $64.3 Million 57.95%
% of portfolio
0.02%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
N/A
-683 Reduced 51.43%
645 $27 Million
Q4 2024

Mar 06, 2025
BUY
N/A
1,328 New
1,328 $64.3 Million
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