IFP Advisors’s Cohen & Co COHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$2K | – | 3559 |
|
|
2022
Q4 | $2K | Sell |
6
-3
| -33% | -$1K | ﹤0.01% | 4129 |
|
|
2022
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 4200 |
|
|
2022
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 3965 |
|
|
2022
Q1 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 3965 |
|
|
2019
Q4 | – | Sell |
-66
| Closed | – | – | 2950 |
|
|
2019
Q3 | $0 | Buy |
+66
| New | – | ﹤0.01% | 3147 |
|
|
2019
Q1 | $0 | Buy |
+60
| New | – | ﹤0.01% | 2526 |
|
|
2016
Q2 | – | Sell |
-6
| Closed | – | – | 3870 |
|
|
2016
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2538 |
|