Bartlett & Co’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 | -$10K | – | 1125 |
|
|
2023
Q1 | $10K | Hold |
273
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $10K | Hold |
273
| – | – | ﹤0.01% | 822 |
|
|
2022
Q3 | $10K | Buy |
273
+102
| +60% | +$3.74K | ﹤0.01% | 820 |
|
|
2022
Q2 | $9K | Sell |
171
-172
| -50% | -$9.05K | ﹤0.01% | 881 |
|
|
2022
Q1 | $25K | Buy |
+343
| New | +$25K | ﹤0.01% | 695 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | – | – | 952 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1155 |
|