BerganKDV 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 | $36.7K | Hold |
720
| – | – | ﹤0.01% | 414 |
|
2023
Q1 | $27.4K | Hold |
720
| – | – | ﹤0.01% | 472 |
|
2022
Q4 | $25.3K | Hold |
720
| – | – | ﹤0.01% | 463 |
|
2022
Q3 | $25K | Hold |
720
| – | – | ﹤0.01% | 459 |
|
2022
Q2 | $37K | Hold |
720
| – | – | ﹤0.01% | 418 |
|
2022
Q1 | $52K | Hold |
720
| – | – | 0.01% | 393 |
|
2021
Q4 | $49K | Hold |
720
| – | – | 0.01% | 424 |
|
2021
Q3 | $43K | Sell |
720
-25
| -3% | -$1.49K | ﹤0.01% | 418 |
|
2021
Q2 | $54K | Hold |
745
| – | – | 0.01% | 377 |
|
2021
Q1 | $51K | Hold |
745
| – | – | 0.01% | 367 |
|
2020
Q4 | $57K | Buy |
745
+720
| +2,880% | +$55.1K | 0.01% | 336 |
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 777 |
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 835 |
|
2020
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 803 |
|