Circle Wealth Management’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21,044
| Closed | -$1.6M | – | 168 |
|
|
2020
Q4 | $1.6M | Hold |
21,044
| – | – | 0.23% | 49 |
|
|
2020
Q3 | $854K | Buy |
21,044
+50
| +0.2% | +$2.03K | 0.14% | 73 |
|
|
2020
Q2 | $991K | Sell |
20,994
-2,750
| -12% | -$130K | 0.17% | 62 |
|
|
2020
Q1 | $677K | Sell |
23,744
-950
| -4% | -$27.1K | 0.13% | 82 |
|
|
2019
Q4 | $831K | Buy |
+24,694
| New | +$831K | 0.14% | 75 |
|