KLR Investment Advisors’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,468
| Closed | -$423K | – | 190 |
|
2023
Q4 | $423K | Buy |
4,468
+184
| +4% | +$17.4K | 0.31% | 94 |
|
2023
Q3 | $400K | Sell |
4,284
-288
| -6% | -$26.9K | 0.36% | 85 |
|
2023
Q2 | $438K | Buy |
4,572
+64
| +1% | +$6.14K | 0.36% | 87 |
|
2023
Q1 | $421K | Buy |
4,508
+180
| +4% | +$16.8K | 0.37% | 84 |
|
2022
Q4 | $358K | Buy |
+4,328
| New | +$358K | 0.29% | 106 |
|