CreativeOne Wealth’s Coherent COHR Stock Holding History

CreativeOne Wealth’s Portfolio COHR Stock Details COHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$874K	Buy
2023 Q2	–	Sell
2023 Q1	$243K	Sell
2022 Q4	$223K	Sell
2022 Q3	$223K	Buy
2022 Q2	$314K	Buy
2022 Q1	$408K	Buy
2021 Q4	$351K	Sell
2021 Q3	$308K	Buy
2021 Q2	$277K	Sell
2021 Q1	$295K	Buy