Bartlett & Co Wealth Management’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-273
| Closed | -$10.4K | – | 1157 |
|
|
2023
Q1 | $10.4K | Hold |
273
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $9.58K | Hold |
273
| – | – | ﹤0.01% | 835 |
|
|
2022
Q3 | $9.51K | Buy |
273
+102
| +60% | +$3.56K | ﹤0.01% | 832 |
|
|
2022
Q2 | $8.71K | Sell |
171
-172
| -50% | -$8.76K | ﹤0.01% | 894 |
|
|
2022
Q1 | $24.9K | Buy |
+343
| New | +$24.9K | ﹤0.01% | 698 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | -$436 | – | 962 |
|
|
2021
Q2 | $436 | Hold |
6
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q1 | $410 | Hold |
6
| – | – | ﹤0.01% | 1068 |
|
|
2020
Q4 | $456 | Buy |
+6
| New | +$456 | ﹤0.01% | 1159 |
|