AWM
Aevitas Wealth Management’s Cooper Companies COO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-100
| Closed | -$29K | – | 144 |
|
2019
Q1 | $29K | Hold |
100
| – | – | 0.03% | 228 |
|
2018
Q4 | $25K | Hold |
100
| – | – | 0.03% | 232 |
|
2018
Q3 | $28K | Hold |
100
| – | – | 0.03% | 252 |
|
2018
Q2 | $24K | Hold |
100
| – | – | 0.02% | 258 |
|
2018
Q1 | $23K | Hold |
100
| – | – | 0.02% | 242 |
|
2017
Q4 | $22K | Buy |
+100
| New | +$22K | 0.02% | 251 |
|