Creative Planning’s Cohen & Co COHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-60
| Closed | – | – | 4381 |
|
|
2016
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 4210 |
|
|
2016
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 3996 |
|
|
2015
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 4071 |
|
|
2015
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 3985 |
|
|
2015
Q2 | – | Sell |
-60
| Closed | -$1K | – | 1395 |
|
|
2015
Q1 | $1K | Sell |
60
-21
| -26% | -$350 | ﹤0.01% | 3885 |
|
|
2014
Q4 | $1K | Buy |
81
+21
| +35% | +$259 | ﹤0.01% | 3838 |
|
|
2014
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 3689 |
|
|
2014
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 3507 |
|