Number of Shares
55,520
Previous 36,494 52.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
N/A
19,026 Added 52.13%
55,520 $0
Q3 2024

Nov 14, 2024

SELL
N/A
-12,026 Reduced 24.79%
36,494 $0
Q2 2024

Aug 13, 2024

BUY
N/A
35,285 Added 266.6%
48,520 $0
Q1 2024

May 14, 2024

BUY
N/A
13,235 New
13,235 $0
Track This Portfolio

Track Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.