Focused Wealth Management’s Coherent COHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,050	Closed	-$45.7K	–	311
2023 Q4	$45.7K	Hold	1,050	–	–	0.01%	319
2023 Q3	$34.3K	Buy	1,050 +750	+250%	+$24.5K	0.01%	339
2023 Q2	$15.3K	Hold	300	–	–	﹤0.01%	465
2023 Q1	$11.4K	Hold	300	–	–	﹤0.01%	506
2022 Q4	$10.5K	Hold	300	–	–	﹤0.01%	504
2022 Q3	$10K	Hold	300	–	–	﹤0.01%	480
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	436
2022 Q1	$22K	Hold	300	–	–	﹤0.01%	417
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	475
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	500
2021 Q2	$22K	Hold	300	–	–	﹤0.01%	478
2021 Q1	$21K	Sell	300 -100	-25%	-$7K	﹤0.01%	475
2020 Q4	$30K	Hold	400	–	–	0.01%	399
2020 Q3	$16K	Hold	400	–	–	﹤0.01%	437
2020 Q2	$19K	Hold	400	–	–	﹤0.01%	400
2020 Q1	$11K	Hold	400	–	–	﹤0.01%	435
2019 Q4	$13K	Buy	400 +387	+2,977%	+$12.6K	﹤0.01%	455
2019 Q3	$0	Sell	13 -1,287	-99%	–	﹤0.01%	679
2019 Q2	$48K	Buy	1,300 +900	+225%	+$33.2K	0.01%	321
2019 Q1	$15K	Hold	400	–	–	﹤0.01%	404
2018 Q4	$13K	Buy	+400	New	+$13K	﹤0.01%	412
2018 Q3	–	Sell	-400	Closed	-$17K	–	637
2018 Q2	$17K	Hold	400	–	–	0.01%	369
2018 Q1	$16K	Hold	400	–	–	0.01%	404
2017 Q4	$19K	Hold	400	–	–	0.01%	382
2017 Q3	$16K	Hold	400	–	–	0.01%	364
2017 Q2	$14K	Hold	400	–	–	0.01%	418
2017 Q1	$14K	Hold	400	–	–	0.01%	420
2016 Q4	$12K	Buy	400 +200	+100%	+$6K	0.01%	444
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	523
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	534
2016 Q1	$4K	Hold	200	–	–	﹤0.01%	496
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	525
2015 Q3	$3K	Hold	200	–	–	﹤0.01%	532
2015 Q2	$4K	Hold	200	–	–	﹤0.01%	521
2015 Q1	$4K	Buy	+200	New	+$4K	﹤0.01%	543