Financial Gravity Asset Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$2.28K | – | 1655 |
|
|
2024
Q1 | $2.28K | Buy |
+23
| New | +$2.28K | ﹤0.01% | 1052 |
|
|
2023
Q3 | – | Sell |
-1,532
| Closed | -$2.84K | – | 1346 |
|
|
2023
Q2 | $2.84K | Buy |
+1,532
| New | +$2.84K | 0.01% | 578 |
|
|
2023
Q1 | – | Sell |
-1,324
| Closed | -$2.77K | – | 1238 |
|
|
2022
Q4 | $2.77K | Buy |
+1,324
| New | +$2.77K | 0.01% | 491 |
|
|
2022
Q2 | – | Sell |
-1,672
| Closed | -$3 | – | 758 |
|
|
2022
Q1 | $3 | Sell |
1,672
-4
| -0.2% | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $3 | Buy |
+1,676
| New | +$3 | ﹤0.01% | 915 |
|
|
2021
Q3 | – | Hold |
0
| – | -$396K | – | 93 |
|
|
2021
Q2 | – | Hold |
0
| – | -$38 | – | 99 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 587 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 537 |
|
|
2019
Q4 | – | Sell |
-224
| Closed | -$17K | – | 1428 |
|
|
2019
Q3 | $17K | Buy |
+224
| New | +$17K | 0.01% | 494 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | – | – | 1296 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1351 |
|
|
2018
Q3 | $46K | Buy |
744
+8
| +1% | +$495 | 0.05% | 345 |
|
|
2018
Q2 | $47K | Buy |
736
+724
| +6,033% | +$46.2K | 0.04% | 340 |
|
|
2018
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1095 |
|