9WM
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9258 Wealth Management’s Cooper Companies COO Stock Holding History

9258 Wealth Management’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,944
Closed -$204K – 363
2021
Q4 		$204K Buy
+1,944
New +$204K 0.05% 348