Glassman Wealth Services’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 | – | Sell |
-88
| Closed | -$8.33K | – | 564 |
|
|
2023
Q4 | $8.33K | Buy |
88
+8
| +10% | +$757 | ﹤0.01% | 930 |
|
|
2023
Q3 | $6.36K | Hold |
80
| – | – | ﹤0.01% | 990 |
|
|
2023
Q2 | $7.67K | Hold |
80
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $7.47K | Hold |
80
| – | – | ﹤0.01% | 889 |
|
|
2022
Q4 | $6.61K | Hold |
80
| – | – | ﹤0.01% | 950 |
|
|
2022
Q3 | $5K | Sell |
80
-52
| -39% | -$3.25K | ﹤0.01% | 979 |
|
|
2022
Q2 | $10K | Buy |
132
+52
| +65% | +$3.94K | ﹤0.01% | 805 |
|
|
2022
Q1 | $8K | Buy |
80
+8
| +11% | +$800 | ﹤0.01% | 887 |
|
|
2021
Q4 | $8K | Buy |
72
+44
| +157% | +$4.89K | ﹤0.01% | 859 |
|
|
2021
Q3 | $3K | Buy |
28
+4
| +17% | +$429 | ﹤0.01% | 1066 |
|
|
2021
Q2 | $2K | Buy |
24
+12
| +100% | +$1K | ﹤0.01% | 1123 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 986 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 835 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1100 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 819 |
|