Atria Wealth Solutions’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,814
| Closed | -$246K | – | 1924 |
|
|
2024
Q2 | $246K | Sell |
2,814
-857
| -23% | -$74.8K | ﹤0.01% | 1606 |
|
|
2024
Q1 | $372K | Sell |
3,671
-49
| -1% | -$4.97K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $352K | Sell |
3,720
-96
| -3% | -$9.08K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $303K | Buy |
3,816
+52
| +1% | +$4.13K | ﹤0.01% | 1404 |
|
|
2023
Q2 | $361K | Sell |
3,764
-220
| -6% | -$21.1K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $372K | Sell |
3,984
-28
| -0.7% | -$2.61K | 0.01% | 1297 |
|
|
2022
Q4 | $332K | Sell |
4,012
-128
| -3% | -$10.6K | 0.01% | 1295 |
|
|
2022
Q3 | $273K | Buy |
+4,140
| New | +$273K | ﹤0.01% | 1350 |
|
|
2022
Q2 | – | Sell |
-2,076
| Closed | -$217K | – | 1643 |
|
|
2022
Q1 | $217K | Buy |
+2,076
| New | +$217K | ﹤0.01% | 1536 |
|