MSWA
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Marshall & Sterling Wealth Advisors’s Cooper Companies COO Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.2K Sell
186
-61
-25% -$4.34K 0.01% 294
2025
Q1 		$20.8K Buy
+247
New +$20.8K 0.01% 248