Graves Light Lenhart Wealth’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,228
| Closed | -$128K | – | 623 |
|
2022
Q1 | $128K | Hold |
1,228
| – | – | 0.02% | 227 |
|
2021
Q4 | $129K | Hold |
1,228
| – | – | 0.02% | 252 |
|
2021
Q3 | $127K | Hold |
1,228
| – | – | 0.02% | 239 |
|
2021
Q2 | $122K | Hold |
1,228
| – | – | 0.02% | 241 |
|
2021
Q1 | $118K | Hold |
1,228
| – | – | 0.02% | 248 |
|
2020
Q4 | $112K | Buy |
+1,228
| New | +$112K | 0.02% | 243 |
|