Howe & Rusling’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-32
| Closed | -$3K | – | 1005 |
|
|
2021
Q3 | $3K | Sell |
32
-12
| -27% | -$1.13K | ﹤0.01% | 763 |
|
|
2021
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 661 |
|
|
2021
Q1 | $4K | Sell |
44
-12
| -21% | -$1.09K | ﹤0.01% | 662 |
|
|
2020
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 597 |
|
|
2020
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 555 |
|
|
2015
Q2 | – | Sell |
-112
| Closed | -$5K | – | 1062 |
|
|
2015
Q1 | $5K | Sell |
112
-172
| -61% | -$7.68K | ﹤0.01% | 603 |
|
|
2014
Q4 | $12K | Buy |
284
+132
| +87% | +$5.58K | ﹤0.01% | 465 |
|
|
2014
Q3 | $6K | Hold |
152
| – | – | ﹤0.01% | 567 |
|
|
2014
Q2 | $5K | Buy |
152
+24
| +19% | +$789 | ﹤0.01% | 602 |
|
|
2014
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 691 |
|
|
2013
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 623 |
|
|
2013
Q3 | $4K | Sell |
128
-12
| -9% | -$375 | ﹤0.01% | 716 |
|
|
2013
Q2 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 733 |
|