Bogart Wealth LLC’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$506 | – | 1461 |
|
|
2025
Q1 | $506 | Buy |
+6
| New | +$506 | ﹤0.01% | 1266 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$7K | – | 1078 |
|
|
2022
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 620 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 429 |
|
|
2019
Q4 | – | Sell |
-136
| Closed | -$10K | – | 392 |
|
|
2019
Q3 | $10K | Buy |
136
+16
| +13% | +$1.18K | ﹤0.01% | 255 |
|
|
2019
Q2 | $10K | Hold |
120
| – | – | 0.01% | 237 |
|
|
2019
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 249 |
|
|
2018
Q4 | $7K | Buy |
120
+20
| +20% | +$1.17K | ﹤0.01% | 257 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 245 |
|
|
2018
Q2 | $5K | Sell |
100
-40
| -29% | -$2K | ﹤0.01% | 274 |
|
|
2018
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 247 |
|
|
2017
Q4 | $8K | Hold |
140
| – | – | 0.01% | 246 |
|
|
2017
Q3 | $8K | Buy |
+140
| New | +$8K | 0.01% | 242 |
|