B. Riley Wealth Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Sell |
2,494
-49
| -2% | -$4.5K | 0.01% | 979 |
|
|
2024
Q3 | $280K | Buy |
2,543
+14
| +0.6% | +$1.54K | 0.01% | 989 |
|
|
2024
Q2 | $221K | Buy |
2,529
+1,342
| +113% | +$117K | 0.01% | 1181 |
|
|
2024
Q1 | $378K | Sell |
1,187
-1,385
| -54% | -$440K | 0.01% | 938 |
|
|
2023
Q4 | $243K | Sell |
2,572
-2,176
| -46% | -$206K | 0.01% | 1151 |
|
|
2023
Q3 | $378K | Sell |
4,748
-2,796
| -37% | -$222K | 0.01% | 938 |
|
|
2023
Q2 | $723K | Buy |
7,544
+4,680
| +163% | +$449K | 0.02% | 691 |
|
|
2023
Q1 | $267K | Buy |
2,864
+188
| +7% | +$17.5K | 0.01% | 1131 |
|
|
2022
Q4 | $221K | Buy |
+2,676
| New | +$221K | 0.01% | 1201 |
|
|
2022
Q2 | – | Sell |
-2,072
| Closed | -$217K | – | 1263 |
|
|
2022
Q1 | $217K | Buy |
+2,072
| New | +$217K | 0.01% | 1175 |
|
|
2021
Q2 | – | Sell |
-2,312
| Closed | -$223K | – | 1387 |
|
|
2021
Q1 | $223K | Buy |
+2,312
| New | +$223K | 0.01% | 1143 |
|
|
2019
Q4 | – | Sell |
-5,116
| Closed | -$381K | – | 853 |
|
|
2019
Q3 | $381K | Sell |
5,116
-1,644
| -24% | -$122K | 0.04% | 503 |
|
|
2019
Q2 | $570K | Buy |
6,760
+2,164
| +47% | +$182K | 0.06% | 330 |
|
|
2019
Q1 | $341K | Buy |
+4,596
| New | +$341K | 0.04% | 451 |
|
|
2018
Q2 | – | Sell |
-4,996
| Closed | -$286K | – | 681 |
|
|
2018
Q1 | $286K | Sell |
4,996
-224
| -4% | -$12.8K | 0.04% | 470 |
|
|
2017
Q4 | $285K | Sell |
5,220
-4
| -0.1% | -$218 | 0.04% | 466 |
|
|
2017
Q3 | $311K | Sell |
5,224
-228
| -4% | -$13.6K | 0.05% | 361 |
|
|
2017
Q2 | $327K | Buy |
5,452
+384
| +8% | +$23K | 0.06% | 341 |
|
|
2017
Q1 | $254K | Buy |
+5,068
| New | +$254K | 0.05% | 396 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$8 | – | 829 |
|
|
2014
Q4 | $8 | Buy |
+200
| New | +$8 | ﹤0.01% | 2959 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$6.84K | – | 872 |
|
|
2014
Q2 | $6.84K | Buy |
+200
| New | +$6.84K | ﹤0.01% | 1942 |
|