Cetera Trust Company’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
5,260
+300
| +6% | +$26.8K | 0.28% | 67 |
|
|
2025
Q1 | $322K | Hold |
4,960
| – | – | 0.21% | 89 |
|
|
2024
Q4 | $470K | Sell |
4,960
-400
| -7% | -$37.9K | 0.31% | 59 |
|
|
2024
Q3 | $477K | Hold |
5,360
| – | – | 0.29% | 63 |
|
|
2024
Q2 | $388K | Buy |
5,360
+100
| +2% | +$7.25K | 0.24% | 66 |
|
|
2024
Q1 | $319K | Buy |
5,260
+200
| +4% | +$12.1K | 0.19% | 90 |
|
|
2023
Q4 | $220K | Buy |
+5,060
| New | +$220K | 0.14% | 139 |
|