Integrated Wealth Management’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-732
| Closed | -$33K | – | 374 |
|
|
2016
Q3 | $33K | Sell |
732
-340
| -32% | -$15.3K | 0.01% | 493 |
|
|
2016
Q2 | $46K | Buy |
1,072
+44
| +4% | +$1.89K | 0.02% | 423 |
|
|
2016
Q1 | $40K | Buy |
1,028
+116
| +13% | +$4.51K | 0.02% | 416 |
|
|
2015
Q4 | $31K | Buy |
912
+752
| +470% | +$25.6K | 0.01% | 480 |
|
|
2015
Q3 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 884 |
|