Fairhaven Wealth Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,324
| Closed | -$347K | – | 82 |
|
|
2019
Q4 | $347K | Sell |
4,324
-100
| -2% | -$8.03K | 0.29% | 47 |
|
|
2019
Q3 | $328K | Sell |
4,424
-1,900
| -30% | -$141K | 0.31% | 45 |
|
|
2019
Q2 | $533K | Buy |
6,324
+128
| +2% | +$10.8K | 0.5% | 31 |
|
|
2019
Q1 | $459K | Sell |
6,196
-1,012
| -14% | -$75K | 0.44% | 35 |
|
|
2018
Q4 | $459K | Buy |
+7,208
| New | +$459K | 0.45% | 34 |
|