Clearstead Advisors’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
2,835
+2,763
| +3,838% | +$246K | ﹤0.01% | 821 |
|
|
2025
Q1 | $4.68K | Sell |
72
-2,395
| -97% | -$156K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $234K | Buy |
2,467
+72
| +3% | +$6.82K | ﹤0.01% | 810 |
|
|
2024
Q3 | $213K | Buy |
2,395
+1,795
| +299% | +$160K | ﹤0.01% | 838 |
|
|
2024
Q2 | $43.5K | Sell |
600
-125
| -17% | -$9.06K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $39.4K | Buy |
+725
| New | +$39.4K | ﹤0.01% | 827 |
|
|
2022
Q2 | – | Sell |
-4,238
| Closed | -$307K | – | 1305 |
|
|
2022
Q1 | $307K | Buy |
+4,238
| New | +$307K | 0.02% | 341 |
|