Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$941 Hold
468
﹤0.01% 2235
2025
Q4
$1.44K Hold
468
﹤0.01% 2190
2025
Q3
$1.89K Hold
468
﹤0.01% 1684
2025
Q2
$2.18K Buy
+468
New +$2.32K ﹤0.01% 1636
2022
Q3
Sell
-88
Closed -$1K 2072
2022
Q2
$1K Buy
+88
New +$661 ﹤0.01% 2065
2020
Q4
Sell
-200
Closed -$1K 1474
2020
Q3
$1K Hold
200
﹤0.01% 1352
2020
Q2
$1K Buy
+200
New +$970 ﹤0.01% 1303
2017
Q1
Sell
-351
Closed -$6K 690
2016
Q4
$6K Sell
351
-16,505
-98% -$341K ﹤0.01% 1100
2016
Q3
$396K Buy
+16,856
New +$445K 0.04% 371

Other funds holding COTY