L.J. Altfest & Co’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,550
| Closed | -$502K | – | 338 |
|
|
2024
Q3 | $502K | Sell |
4,550
-53
| -1% | -$5.85K | 0.07% | 209 |
|
|
2024
Q2 | $402K | Sell |
4,603
-684
| -13% | -$59.7K | 0.05% | 223 |
|
|
2024
Q1 | $536K | Buy |
5,287
+259
| +5% | +$26.3K | 0.08% | 181 |
|
|
2023
Q4 | $476K | Buy |
5,028
+924
| +23% | +$87.5K | 0.07% | 191 |
|
|
2023
Q3 | $326K | Buy |
4,104
+32
| +0.8% | +$2.54K | 0.05% | 226 |
|
|
2023
Q2 | $390K | Sell |
4,072
-40
| -1% | -$3.83K | 0.06% | 208 |
|
|
2023
Q1 | $384K | Buy |
4,112
+1,232
| +43% | +$115K | 0.06% | 195 |
|
|
2022
Q4 | $238K | Buy |
+2,880
| New | +$238K | 0.04% | 232 |
|