B. Riley Wealth Advisors’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.69M | Sell |
28,407
-7,575
| -21% | -$718K | 0.09% | 228 |
|
|
2024
Q3 | $3.21M | Sell |
35,982
-6,656
| -16% | -$594K | 0.09% | 218 |
|
|
2024
Q2 | $3.09M | Sell |
42,638
-58,555
| -58% | -$4.24M | 0.08% | 239 |
|
|
2024
Q1 | $3.3M | Buy |
101,193
+8,090
| +9% | +$264K | 0.09% | 219 |
|
|
2023
Q4 | $4.05M | Sell |
93,103
-8,090
| -8% | -$352K | 0.11% | 201 |
|
|
2023
Q3 | $3.3M | Buy |
101,193
+5,275
| +5% | +$172K | 0.09% | 219 |
|
|
2023
Q2 | $4.89M | Buy |
95,918
+21,250
| +28% | +$1.08M | 0.11% | 188 |
|
|
2023
Q1 | $2.84M | Buy |
74,668
+12,770
| +21% | +$486K | 0.08% | 261 |
|
|
2022
Q4 | $2.17M | Buy |
61,898
+7,118
| +13% | +$250K | 0.06% | 314 |
|
|
2022
Q3 | $1.91M | Buy |
54,780
+1,879
| +4% | +$65.5K | 0.06% | 319 |
|
|
2022
Q2 | $2.7M | Buy |
52,901
+4,757
| +10% | +$242K | 0.11% | 185 |
|
|
2022
Q1 | $3.49M | Buy |
48,144
+573
| +1% | +$41.5K | 0.11% | 187 |
|
|
2021
Q4 | $3.25M | Sell |
47,571
-1,000
| -2% | -$68.3K | 0.09% | 236 |
|
|
2021
Q3 | $2.88M | Sell |
48,571
-33
| -0.1% | -$1.96K | 0.09% | 254 |
|
|
2021
Q2 | $3.53M | Sell |
48,604
-5,625
| -10% | -$408K | 0.11% | 206 |
|
|
2021
Q1 | $3.71M | Buy |
+54,229
| New | +$3.71M | 0.13% | 177 |
|