GoalVest Advisory’s Cooper Companies COO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-176	Closed	-$14K	–	394
2023 Q3	$14K	Buy	176 +8	+5%	+$636	0.01%	242
2023 Q2	$16.1K	Buy	+168	New	+$16.1K	0.01%	218