FirstPurpose Wealth’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $389K | Sell |
4,026
-50
| -1% | -$4.83K | 0.14% | 133 |
|
|
2023
Q4 | $386K | Buy |
4,076
+412
| +11% | +$39K | 0.15% | 128 |
|
|
2023
Q3 | $291K | Buy |
3,664
+192
| +6% | +$15.3K | 0.13% | 143 |
|
|
2023
Q2 | $333K | Buy |
3,472
+56
| +2% | +$5.37K | 0.14% | 122 |
|
|
2023
Q1 | $319K | Buy |
3,416
+492
| +17% | +$45.9K | 0.16% | 118 |
|
|
2022
Q4 | $242K | Buy |
+2,924
| New | +$242K | 0.14% | 146 |
|