Kestra Private Wealth Services’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,121
| Closed | -$618K | – | 918 |
|
|
2022
Q2 | $618K | Sell |
12,121
-2,035
| -14% | -$104K | 0.04% | 445 |
|
|
2022
Q1 | $1.03M | Sell |
14,156
-428
| -3% | -$31K | 0.05% | 374 |
|
|
2021
Q4 | $997K | Buy |
14,584
+9,680
| +197% | +$662K | 0.05% | 384 |
|
|
2021
Q3 | $291K | Sell |
4,904
-7,205
| -60% | -$428K | 0.02% | 716 |
|
|
2021
Q2 | $879K | Buy |
12,109
+1,034
| +9% | +$75.1K | 0.05% | 363 |
|
|
2021
Q1 | $757K | Buy |
+11,075
| New | +$757K | 0.05% | 361 |
|