Avidian Wealth Enterprises’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,688
| Closed | -$461K | – | 252 |
|
|
2020
Q1 | $461K | Buy |
+6,688
| New | +$461K | 0.07% | 114 |
|
|
2018
Q2 | – | Sell |
-11,184
| Closed | -$640K | – | 104 |
|
|
2018
Q1 | $640K | Buy |
11,184
+3,532
| +46% | +$202K | 0.21% | 40 |
|
|
2017
Q4 | $417 | Sell |
7,652
-852
| -10% | -$46 | 0.11% | 62 |
|
|
2017
Q3 | $504K | Buy |
+8,504
| New | +$504K | 0.19% | 43 |
|