MGWM
Marks Group Wealth Management’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,927
| Closed | -$5.36M | – | 273 |
|
|
2021
Q1 | $5.36M | Sell |
13,927
-648
| -4% | -$249K | 0.79% | 52 |
|
|
2020
Q4 | $5.3M | Sell |
14,575
-301
| -2% | -$109K | 0.83% | 40 |
|
|
2020
Q3 | $5.02M | Buy |
14,876
+1,054
| +8% | +$355K | 0.91% | 22 |
|
|
2020
Q2 | $3.94M | Buy |
+13,822
| New | +$3.94M | 0.8% | 57 |
|