CreativeOne Wealth’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,359
| Closed | -$243K | – | 842 |
|
|
2023
Q1 | $243K | Sell |
6,359
-7
| -0.1% | -$267 | 0.01% | 697 |
|
|
2022
Q4 | $223K | Sell |
6,366
-34
| -0.5% | -$1.19K | 0.01% | 659 |
|
|
2022
Q3 | $223K | Buy |
6,400
+250
| +4% | +$8.71K | 0.01% | 642 |
|
|
2022
Q2 | $314K | Buy |
6,150
+527
| +9% | +$26.9K | 0.02% | 541 |
|
|
2022
Q1 | $408K | Buy |
5,623
+490
| +10% | +$35.6K | 0.02% | 487 |
|
|
2021
Q4 | $351K | Sell |
5,133
-60
| -1% | -$4.1K | 0.02% | 555 |
|
|
2021
Q3 | $308K | Buy |
5,193
+1,375
| +36% | +$81.6K | 0.02% | 544 |
|
|
2021
Q2 | $277K | Sell |
3,818
-488
| -11% | -$35.4K | 0.02% | 556 |
|
|
2021
Q1 | $295K | Buy |
+4,306
| New | +$295K | 0.02% | 451 |
|