Evolution Wealth Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-120
| Closed | -$12K | – | 256 |
|
2021
Q3 | $12K | Sell |
120
-148
| -55% | -$14.8K | ﹤0.01% | 376 |
|
2021
Q2 | $27K | Hold |
268
| – | – | 0.01% | 267 |
|
2021
Q1 | $26K | Hold |
268
| – | – | 0.01% | 262 |
|
2020
Q4 | $24K | Sell |
268
-84
| -24% | -$7.52K | 0.01% | 241 |
|
2020
Q3 | $30K | Hold |
352
| – | – | 0.01% | 229 |
|
2020
Q2 | $25K | Buy |
352
+24
| +7% | +$1.71K | 0.01% | 189 |
|
2020
Q1 | $23K | Sell |
328
-64
| -16% | -$4.49K | 0.01% | 144 |
|
2019
Q4 | $31K | Buy |
392
+360
| +1,125% | +$28.5K | 0.01% | 186 |
|
2019
Q3 | $2K | Sell |
32
-372
| -92% | -$23.3K | ﹤0.01% | 400 |
|
2019
Q2 | $34K | Buy |
+404
| New | +$34K | 0.01% | 95 |
|