Compass Wealth Management’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-740
| Closed | -$70.1K | – | 437 |
|
|
2024
Q4 | $70.1K | Sell |
740
-40
| -5% | -$3.79K | 0.02% | 215 |
|
|
2024
Q3 | $69.4K | Sell |
780
-400
| -34% | -$35.6K | 0.02% | 227 |
|
|
2024
Q2 | $85.5K | Hold |
1,180
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $71.5K | Sell |
1,180
-1,470
| -55% | -$89.1K | 0.02% | 219 |
|
|
2023
Q4 | $115K | Buy |
2,650
+2,500
| +1,667% | +$109K | 0.03% | 180 |
|
|
2023
Q3 | $4.9K | Hold |
150
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $7.65K | Hold |
150
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $5.71K | Hold |
150
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $5.27K | Buy |
+150
| New | +$5.27K | ﹤0.01% | 380 |
|