Dynamic Wealth Strategies’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2K | Sell |
453
-26
| -5% | -$1.85K | 0.02% | 141 |
|
|
2025
Q1 | $40.4K | Buy |
+479
| New | +$40.4K | 0.03% | 133 |
|
|
2024
Q4 | – | Sell |
-683
| Closed | -$75K | – | 101 |
|
|
2024
Q3 | $75K | Sell |
683
-14
| -2% | -$1.54K | 0.06% | 110 |
|
|
2024
Q2 | $61K | Buy |
697
+9
| +1% | +$788 | 0.05% | 116 |
|
|
2024
Q1 | $70K | Sell |
688
-244
| -26% | -$24.8K | 0.06% | 112 |
|
|
2023
Q4 | $88.2K | Buy |
+932
| New | +$88.2K | 0.08% | 100 |
|