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LWM Advisory Services’s Cooper Companies COO Stock Holding History

LWM Advisory Services’s Portfolio COO Stock Details COO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-639
Closed -$203K – 96
2023
Q3 		$203K Hold
639
– – 0.22% 72
2023
Q2 		$245K Buy
+639
New +$245K 0.26% 66