AE Wealth Management’s Cohen & Co COHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-66,771
| Closed | -$458K | – | 1923 |
|
|
2023
Q1 | $458K | Sell |
66,771
-2,116
| -3% | -$14.5K | ﹤0.01% | 1387 |
|
|
2022
Q4 | $575K | Buy |
68,887
+5,386
| +8% | +$44.9K | ﹤0.01% | 1237 |
|
|
2022
Q3 | $540K | Buy |
63,501
+2,933
| +5% | +$24.9K | ﹤0.01% | 1214 |
|
|
2022
Q2 | $652K | Buy |
+60,568
| New | +$652K | 0.01% | 1064 |
|