Creative Planning’s Coherent Inc COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,475
| Closed | -$416K | – | 2013 |
|
|
2017
Q4 | $416K | Buy |
1,475
+15
| +1% | +$4.23K | ﹤0.01% | 1170 |
|
|
2017
Q3 | $343K | Buy |
1,460
+253
| +21% | +$59.4K | ﹤0.01% | 1242 |
|
|
2017
Q2 | $272K | Buy |
1,207
+92
| +8% | +$20.7K | ﹤0.01% | 1335 |
|
|
2017
Q1 | $229K | Buy |
1,115
+241
| +28% | +$49.5K | ﹤0.01% | 1396 |
|
|
2016
Q4 | $120K | Buy |
874
+243
| +39% | +$33.4K | ﹤0.01% | 1731 |
|
|
2016
Q3 | $70K | Buy |
631
+29
| +5% | +$3.22K | ﹤0.01% | 2097 |
|
|
2016
Q2 | $55K | Hold |
602
| – | – | ﹤0.01% | 2073 |
|
|
2016
Q1 | $55K | Hold |
602
| – | – | ﹤0.01% | 2023 |
|
|
2015
Q4 | $39K | Hold |
602
| – | – | ﹤0.01% | 2304 |
|
|
2015
Q3 | $33K | Buy |
+602
| New | +$33K | ﹤0.01% | 2344 |
|
|
2015
Q2 | – | Sell |
-650
| Closed | -$42K | – | 3173 |
|
|
2015
Q1 | $42K | Buy |
650
+48
| +8% | +$3.1K | ﹤0.01% | 2131 |
|
|
2014
Q4 | $37K | Sell |
602
-19
| -3% | -$1.17K | ﹤0.01% | 2181 |
|
|
2014
Q3 | $38K | Buy |
621
+19
| +3% | +$1.16K | ﹤0.01% | 2101 |
|
|
2014
Q2 | $40K | Buy |
+602
| New | +$40K | ﹤0.01% | 2005 |
|
|
2013
Q4 | – | Sell |
-53
| Closed | -$3K | – | 3519 |
|
|
2013
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 2923 |
|
|
2013
Q2 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 2751 |
|