Fermata Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,164
| Closed | -$226K | – | 167 |
|
|
2022
Q1 | $226K | Sell |
2,164
-136
| -6% | -$14.2K | 0.08% | 158 |
|
|
2021
Q4 | $241K | Sell |
2,300
-48
| -2% | -$5.03K | 0.09% | 159 |
|
|
2021
Q3 | $243K | Sell |
2,348
-180
| -7% | -$18.6K | 0.11% | 149 |
|
|
2021
Q2 | $250K | Buy |
+2,528
| New | +$250K | 0.15% | 121 |
|