Carolinas Wealth Consulting’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-760
| Closed | -$55.1K | – | 1059 |
|
|
2024
Q2 | $55.1K | Hold |
760
| – | – | 0.01% | 354 |
|
|
2024
Q1 | $46.1K | Hold |
760
| – | – | 0.01% | 390 |
|
|
2023
Q4 | $33.1K | Hold |
760
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $22.5K | Hold |
760
| – | – | 0.01% | 414 |
|
|
2023
Q2 | $38.7K | Sell |
760
-2,070
| -73% | -$106K | 0.01% | 385 |
|
|
2023
Q1 | $108K | Hold |
2,830
| – | – | 0.02% | 259 |
|
|
2022
Q4 | $99.3K | Hold |
2,830
| – | – | 0.02% | 265 |
|
|
2022
Q3 | $99K | Hold |
2,830
| – | – | 0.03% | 243 |
|
|
2022
Q2 | $144K | Hold |
2,830
| – | – | 0.04% | 195 |
|
|
2022
Q1 | $205K | Sell |
2,830
-355
| -11% | -$25.7K | 0.05% | 165 |
|
|
2021
Q4 | $218K | Buy |
3,185
+760
| +31% | +$52K | 0.05% | 160 |
|
|
2021
Q3 | $144K | Hold |
2,425
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $176K | Sell |
2,425
-275
| -10% | -$20K | 0.04% | 185 |
|
|
2021
Q1 | $185K | Hold |
2,700
| – | – | 0.05% | 175 |
|
|
2020
Q4 | $205K | Sell |
2,700
-28
| -1% | -$2.13K | 0.06% | 144 |
|
|
2020
Q3 | $111K | Buy |
+2,728
| New | +$111K | 0.04% | 187 |
|